Available to hire
I am a finance professional with experience in the private banking sector, specializing in prospecting, consultative advisory, and managing high-net-worth client portfolios. I am skilled in developing investment strategies that align with each client’s unique risk profile, financial goals, and market outlook. Additionally, I enjoy enhancing brand visibility by creating impactful digital content that drives engagement and adds value.
With a background in marketing and hands-on experience in social media, I combine financial expertise with creative digital strategies to build strong client relationships and boost online presence. I’m passionate about aligning my skills with strategic goals to deliver meaningful results.
Experience Level
Language
English
Advanced
German
Beginner
Spanish; Castilian
Beginner
Work Experience
Marketing at Private Capital (Safra Invest)
June 30, 2025 - July 12, 2025Developed and implemented digital strategies aligned with brand positioning and values. Created editorial calendars and produced educational content on financial markets. Strengthened online authority and generated qualified leads. Wrote scripts for videos to boost engagement on social media.
Freelance Social Media Specialist at Lara Duarte Social Media
December 31, 2024 - July 12, 2025Managed full-cycle social media operations, including strategy, planning, publishing, and performance analysis. Created and edited high-impact visual and written content tailored to each brand’s audience. Built editorial calendars while tracking engagement metrics. Developed organic growth initiatives to increase brand awareness and audience reach. Cultivated strong client relationships by aligning deliverables with strategic goals.
Social Media Intern at Luisa Ramirez Marketing
March 31, 2023 - July 12, 2025Managed multiple client social media accounts, delivering remote support and timely updates. Contributed ideas in brainstorming sessions and supported the development of communication strategies. Coordinated directly with clients to gather briefs, align objectives, and secure content approvals. Researched trends and performed market analysis to guide content planning and production. Prepared detailed monthly reports, analyzing performance data and providing actionable insights.
Investment Advisor at Private Capital (Safra Invest)
June 30, 2025 - July 14, 2025Prospected and managed high-net-worth clients within the private banking segment. Delivered high-standard, consultative service to ensure an exceptional client experience. Structured investment strategies aligned with each client’s goals and risk profile. Conducted periodic portfolio rebalancing and recommended adjustments to optimize performance.
Marketing at Private Capital (Safra Invest)
June 30, 2025 - July 14, 2025Developed and implemented digital strategies aligned with brand positioning and values. Created editorial calendars and produced educational content on financial markets. Strengthened online authority and generated qualified leads. Wrote scripts for videos to boost engagement on social media.
Freelance Social Media Specialist at Lara Duarte Social Media
December 31, 2024 - July 14, 2025Managed full-cycle social media operations, including strategy, planning, publishing, and performance analysis. Created and edited high-impact visual and written content tailored to each brand’s audience. Built editorial calendars while tracking engagement metrics. Developed organic growth initiatives to increase brand awareness and audience reach. Cultivated strong client relationships by aligning deliverables with strategic goals.
Education
Bachelor’s Degree at Pontifical Catholic University of Rio Grande do Sul (PUCRS)
January 1, 2020 - December 31, 2024Bachelor’s Degree at Pontifical Catholic University of Rio Grande do Sul (PUCRS)
January 1, 2024 - December 31, 2024Qualifications
DSD I Sprachcamp Certificate
January 1, 2017 - December 31, 2017German Language Certificate B1 Level
January 1, 2017 - December 31, 2017Basic German Language Certificate (A1+)
January 1, 2015 - December 31, 2015TOEFL Junior English Certificate
January 1, 2014 - December 31, 2014DSD I Sprachcamp Certificate
January 1, 2017 - December 31, 2017German Language Certificate B1 Level
January 1, 2017 - December 31, 2017Basic German Language Certificate (A1+)
January 1, 2015 - December 31, 2015TOEFL Junior English Certificate
January 1, 2014 - December 31, 2014Industry Experience
Financial Services, Professional Services, Media & Entertainment, Education
Experience Level
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