Vinicius G.

Professional with 8+ years of experience in Financial Services, specializing in wealth management

Switzerland
English, Portuguese

Professional with more than eight years of experience in Financial Services, specializing in wealth management.

  • Financial Services, Banking & Insurance
  • Banking & Investments
  • Entrepreneurship
  • Finance
  • ...

500

/hr
  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice

Experience

Ambassador

Smat.io
7 months
Current position
Jul 2022 - Present
SMAT.io is launching the first alternative investment solution for wealth managers. I'm delighted to be one of their Ambassadors.

Portfolio Manager

SAF & CO
4 years
Current position
Sep 2018 - Present
SAF & CO is an independent wealth manager offering advisory investment solutions. From the investment strategy to management, we advise our clients on global opportunities. We work toge...see more

Private Equity Senior Associate

Cepres GmbH
11 months
Sep 2017 - Aug 2018
CEPRES is the first private equity data analytics platform that drives digital transformation for private market investment teams.

Fixed Income Senior Associate

Banco Safra
2 years
Mar 2015 - Aug 2017
Banco Safra is a Brazilian financial services company headquartered in São Paulo, Brazil. It is the seventh largest banking institution in Brazil, and the nineteenth largest in Latin Am...see more

Relationship Manager

Banco Safra
2 months
Dec 2014 - Feb 2015
Banco Safra is a Brazilian financial services company headquartered in São Paulo, Brazil. It is the seventh largest banking institution in Brazil, and the nineteenth largest in Latin Am...see more

Industries, roles and expertise

Industry experience

  • Financial Services, Banking & Insurance

Role experience

  • Banking & Investments
  • Entrepreneurship
  • Finance
  • Operations
  • Strategy & Business Development

Expertise

  • Financial services
  • Portfolio manager