Tone Kémeron Gaspar
Blumenau,Santa Catarina
Summary
At Santander Brasil, I currently hold a role focused on advanced wealth management, succession planning, and specialized financial consulting within a fast-paced environment that thrives on high performance. I have a solid educational background with a Business Administration degree from UNIASSELVI, complemented by two MBAs in Project Management and Commercial Management & Market Intelligence. Additionally, I possess the CPA 20 certification, showcasing my technical rigor and regulatory expertise. I am continuously developing my leadership and business development skills and am fluent in English. I have a proven track record in innovation and process improvement, and I am committed to exceeding expectations, achieving operational excellence, and promoting sustainable growth while ensuring client satisfaction.
Professional with strong background in serving high-net-worth clients. Skilled in wealth management, investment strategies, and financial planning. Known for collaborative efforts, adaptability, and consistently delivering results. Reliable and client-focused, with knack for anticipating and meeting evolving needs.
Overview
8
8
years of professional experience
Work History
High Net Worth Specialist
Santander Brazil Bank
09.2023 - Current
- Portfolio management for over 400 high-net-worth clients
- Succession planning
- Financial consulting
- Wealth management and acquisition
- Investments over R$ 1.000.000,00
- Key Clients Relationship
- Customer Success
- Negotiated favorable investment terms on behalf of clients to secure optimal returns while minimizing risks.
- Contributed actively in internal meetings and conferences, sharing best practices and knowledge with peers to foster a culture of continuous improvement.
- Assisted in organizing exclusive client events, fostering a sense of community among high net worth clients.
- Increased client satisfaction by providing tailored financial advice and personalized solutions for high net worth individuals.
High Net Worth Relationship Manager
Bradesco Bank
08.2022 - 08.2023
- Relationship management with over 400 high-net-worth clients in the Private Banking segment
- Financial consulting
- Resource management
- Succession planning
- Investments
- Wealth building
- Strengthened client relationships by consistently delivering personalized service.
- Managed client portfolios to enhance satisfaction and retention.
- Identified client needs, ensuring tailored solutions for optimal results.
- Resolved client issues to improve satisfaction and long-term retention.
New Business Manager
Bradesco Bank
05.2018 - 08.2022
- Credit product and production management
- Analysis of pricing for public and private contracts
- Strategies to mitigate outstanding payments and ensure contract profitability
- Continuous process improvement and strategic execution
- Leadership in coordinating a team of multipliers over 40 employees
- Prospecting and securing new business
- Involvement in innovation and negotiation projects
- Expert in secured loans
- Developed strategic partnerships for mutual gain, fostering long-term collaborations.
- Mentored junior team members in best practices for effective client acquisition and retention strategies.
- Increased business growth by identifying and targeting new market opportunities.
Senior Support Technician (Tasy)
Philips Healthcare
12.2016 - 05.2018
- Indirect client support in Brazil, Mexico and Germany
- Standardization of TASY use in healthcare over 30 institutions
- Support for comprehensive hospital management system
- Provided technical support to resolve customer issues efficiently and effectively.
- Improved customer satisfaction by troubleshooting complex technical problems.
- Trained new support technicians to ensure consistent service delivery.
- Managed multiple customer inquiries to provide timely support.
- Improved team efficiency by optimizing support workflows and processes.
- Delivered high-quality support services to clients, maintaining professionalism and attention to detail at all times.
- Managed multiple concurrent projects, prioritizing tasks effectively to meet deadlines and exceed client expectations.
Education
MBA - Commercial Management And Business Inteligence
UNIASSELVI
Blumenau01.2022
MBA - Project Management
UNIASSELVI
Blumenau01.2022
BBA - Business Administration
UNIASSELVI
Blumenau01.2019
Skills
- 1 Critical thinking and problem solving
- 2 Time management
- 3 Teamwork
- 4 Customer service
- 5 Microsoft Office proficiency
- 6 Knowledge of finance
- 7 Business development
- 8 Project management
- 9 Leadership
- 10 Strategic thinking
- 11 Negotiation skills
- 12 Financial planning
- 13 Wealth management expertise
- 14 Communication skills
- 15 Continuous improvement
Personal Information
- Nationality: Brazilian
- Driving License: AB
Timeline
High Net Worth Specialist
Santander Brazil Bank
09.2023 - Current
High Net Worth Relationship Manager
Bradesco Bank
08.2022 - 08.2023
New Business Manager
Bradesco Bank
05.2018 - 08.2022
Senior Support Technician (Tasy)
Philips Healthcare
12.2016 - 05.2018
MBA - Commercial Management And Business Inteligence
UNIASSELVI
MBA - Project Management
UNIASSELVI
BBA - Business Administration
UNIASSELVI
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