Open to opportunities

Gustavo Ribeiro

@gustavoribeiro1

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Client Account Manager delivering wealth growth through investment advisory and FX expertise.

Brazil

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What I'm looking for

I’m looking for a client-facing role in wealth management where I can grow assets through trusted relationship management, investment advisory, and cross-border payment/FX expertise—while maintaining strong client retention and onboarding experiences.

I’m a relationship-driven Client Account Manager and Wealth Management professional with 10+ years of experience managing high-value client relationships, investment advisory, foreign exchange operations, and business development. In my current role, I manage 30+ high-net-worth client accounts with over R$20M in assets under advisory while maintaining ~95% client retention.

I’ve closed over US$5M in FX transactions and supported stablecoin payment structures for business clients moving money across borders. I translate client goals and risk profiles into clear recommendations, structure multi-million home loan and credit solutions, and grow assets through referrals and relationship expansion, with experience supporting 100+ international clients across multiple industries.

Experience

Work history, roles, and key accomplishments

Current

Investment Advisor

Current

Fatorial Investimentos

Feb 2024 - Present (2 years 5 months)

Managed a portfolio of 30+ high-net-worth clients with assets under advisory exceeding R$20M and approximately 95% retention. Led client onboarding and portfolio reviews, closed B2B FX transactions, and supported cross-border payment structures for business clients.

Client Account Management Customer Success Wealth Management Investment Advisory Portfolio Management Client Onboarding Portfolio Review Investment Recommendations Foreign Exchange (FX)Cross Border Payments Stablecoin Payments Home Loans Business Development Referrals Salesforce Reporting KPIs

Current

Business Development Consultant

Current

Independent Client Services

May 2016 - Present (10 years 2 months)

Supported 100+ international clients with business writing, research, presentations, and document preparation. Doubled the client base through an international agency partnership while delivering remote client projects across cultures and time zones.

Business Writing Research Presentation Development Documentation Preparation Client Delivery Partnership Development Referrals Cross Cultural Communication Remote Project Coordination

Investment Analyst

RJI Investimentos

Jun 2014 - May 2016 (1 year 11 months)

Prepared portfolio analysis, financial reports, and cash-flow monitoring for internal teams and client accounts. Supported equity analysis and helped develop operational and back-office processes for asset management and reporting.

Portfolio Analysis Financial Reporting Cash Flow Management Equity Analysis Asset Management Back Office Operations Reporting

Financial Assistant Intern

Total Merchant

Apr 2013 - Jul 2013 (3 months)

Supported office administration and financial organization, including transaction records and internal reporting. Assisted with accounts payable and document control for management review of financial information.

Accounts Payable Transaction recording Internal Reporting Document Control Office Administration

Event Coordinator

IBJJF

Mar 2013 - May 2013 (2 months)

Coordinated event operations, team logistics, and scheduling for international jiu-jitsu competitions. Supported planning and execution of competition logistics.

Event Operations Scheduling International Competition Coordination