Thiago Rangel Franco de Godoi

Private Banking @Intesa Sanpaolo Private Banking

Part of the Z Private Generation Talent Program.• Fostered and nurtured robust relationships, deeply understanding client financial objectives and delivering tailored support collaborating closely with senior bankers.• Analyzed and optimized client portfolios, devising investment strategies that align with their financial goals and risk appetites.• Engaged in rigorous market research, pinpointing emerging investment opportunities and staying abreast of market dynamics.• Upheld stringent financial regulations and bank policies, emphasizing ethical and legal standards. • Conducted meticulous KYC and AML analyses, ensuring client authenticity and mitigating financial risks.• Streamlined the account opening process, managed comprehensive financial reporting, and ensured impeccable client documentation management while adhering to regulatory standards.• Delivered exceptional post-investment support, addressing client inquiries and ensuring their financial journey with Intesa Sanpaolo was seamless and satisfactory.