Open to opportunities

Guilherme Ávila Coutrim

@guilhermevilacoutrim

Message

I am an investment specialist and wealth manager delivering client portfolio growth

Brazil

Message

What I'm looking for

I seek a wealth-management role in Goiânia (remote/hybrid or in-person) to manage HNW client portfolios, deliver financial education, and grow client relationships; compensation aligned with my R$25,000 expectation.

I am an investment and wealth management professional who builds tailored strategies for high-net-worth clients.

At my most recent role at Banco Itaú I managed approximately 250 clients with a combined portfolio of R$ 300,000,000 and supported both clients and branch managers in-person and virtually. Prior roles include Investment Manager at Banco Safra and partner-level advisory work with LHx (now Blue3) and Kaza Capital.

I hold the ANBIMA Investment Specialist (CEA) certification, a specialization in Financial Education, a law degree, and certifications in coaching, sales and public speaking. I regularly give lectures and courses on financial education and investments and am fluent in English, German and Italian.

I bring a client-focused commercial profile, strong public speaking and training skills, and expertise in financial planning, fundraising and portfolio management. I seek opportunities to manage client portfolios and deliver financial education in Goiânia or remotely, contributing measurable client growth.

Experience

Work history, roles, and key accomplishments

Investment Specialist

Banco Itaú

Dec 2021 - Jun 2023 (1 year 6 months)

Managed a portfolio of ~250 clients totaling R$300,000,000, providing investment recommendations and support to clients and branch managers across channels.

Portfolio Management Wealth Management Investment Advisory Asset Allocation Client Relationship Management ANBIMA CEA Financial Planning Excel

Investment Manager

Banco Safra

Dec 2020 - Dec 2021 (1 year)

Served as an investment specialist for individuals focused on raising funds, opening investment accounts, and delivering financial planning to improve client outcomes.

Investment Management Financial Planning Fundraising Relationship Management Compliance

Investment Advisor

Kaza Capital

Jan 2019 - Dec 2020 (1 year 11 months)

Provided investment advisory and financial planning services to individuals and legal entities and delivered lectures and courses on financial education.

Investment Advisory Financial Planning Public Speaking

Managing Partner

LHx (Blue3)

Sep 2018 - Jan 2020 (1 year 4 months)

Co-founded and served as Managing Partner advising individuals and legal entities on investments, delivering courses and media appearances to grow firm visibility.

Firm Management Public Speaking Business Development Media Relations Client Services