Priscilla Martins

Wealth Management Support - Provide support to the Brazil Desk by monitoring daily operations such as sell/buy securities, opening/closing accounts, carrying out transfers, preparing en-of-month reports and sending them to clients, sending account statements and helping Client Advisors with their needs.

Began providing investment advice to individuals and companies. Conducting analysis of the investor profile of costumers, as well as their goals for the value that they want. Guidance and detailed explanation of the product recommended. Questioning on investment in other banks, in order to try to bring to Itaú. As a senior, began to work actively with customers. Performing the same procedure as investment adviser, but with a customer base in which it maintains a direct and frequent relationship.