At Portofino Multi Family Office, I provide operational support to eight Relationship Managers, helping manage the day-to-day needs of high-net-worth family groups. I coordinate simultaneous processes and serve as a point of contact for internal leaders and external partners.
I coordinate onboarding, account openings, and regulatory requirements across multiple jurisdictions, while supporting complex wealth structures with attention to operational accuracy and compliance.
At UBS Brazil, I coordinated investment operations across custodians, financial institutions, and internal teams. I also prepared management reports and monitored investment performance indicators.
