ALINE GUARNIER
ATIBAIA - SÃO PAULO,SP
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Invest Smart XP
06.2021 - Current
- Worked with clients to support understanding of rationale and details of financial strategies.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Monitored and updated financial plans to comply with client goals.
- Educated clients on potential risks and rewards associated with various investments.
- Assisted clients with budgeting and cash flow management.
- Helped clients make informed decisions about financial future.
Flight Attendant
LATAM Airlines
02.2006 - 03.2023
- Led teams of all levels and ensured trainning with either recent attendants or chief pursers.
- Helped develop NPS program into flight operations.
- Assisted clients with a high quality level.
- Attended workshops and trainings in customer service, conflict resolution tactics, and safety procedures to keep abreast of all new requirements and procedures.
- Demonstrated proper use of safety equipment and seatbelts to inform and educate passengers prior to takeoff.
- Ensured safety and comfort of customers onboard aircraft.
Education
MBA - Investments And Private Banking
IBMEC
05.2022
Bachelor´s - Business Administration
Anhembi Morumbi
São Paulo, Sao Paulo, Brazil05.2012
Skills
- Client Relations
- Investment planning
- Retirement needs
- Banking
- Pipeline Management
- Wealth Management
- Financial Advising
- Relationship building and management
- Cash Handling
- Retirement planning
Certification
AAI - ANCORD
Languages
Portuguese
Bilingual or Proficient (C2)
English
Advanced (C1)
Spanish
Intermediate (B1)
French
Beginner (A1)
Additional Information
Volunteer work at GOAC since 2012.
A feeling of life comprehension, even within boundaries, has awaken for approximately 12 years a wish of helping and cooperating with other people success. Willingness to reduce someone´s pain, whatever it may be. A decision to renew hope in some starving heart. Thus, we gather once a week in a group to provide solutions. Commitment securely favors virtues where the experience ensurers that the beneficiary is the one who receives as much as the one who helps. Each one of us can make a difference.
Timeline
Financial Advisor
Invest Smart XP
06.2021 - Current
Flight Attendant
LATAM Airlines
02.2006 - 03.2023
MBA - Investments And Private Banking
IBMEC
Bachelor´s - Business Administration
Anhembi Morumbi
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