Espec Clientes Select High

Administer and profitably manage a portfolio of 700-800 high-net-worth individual clients, focusing on wealth management and succession planning. Acquire new clients by offering tailored financial products and services to expand the portfolio within the high-income segment. Monitor market financial changes to recommend optimal services and products aligned with client needs. Execute risk management for the portfolio in accordance with bank and regulatory standards. Provide consultative, personalized guidance to ensure the best client experience and financial orientation. Maintain relationships to ensure client retention while interpreting economic scenarios.