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Joao Paulo Moraes

@joaopaulomoraes

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Investment advisor specializing in portfolio analysis and long-term client relationships.

Brazil

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What I'm looking for

I’m looking for a role where I can grow client portfolios through portfolio analysis, lead teams using clear KPIs, and deliver tailored investment strategies in a client-first, performance-focused culture.

I’m an Investment Advisor with five years of experience in client relationship management, portfolio analysis, and financial advisory services. I’m known for building trust quickly, running effective financial meetings, and turning client needs into tailored investment strategies.

At InvestSmart, I managed client portfolios and supported clients in using the XP platform to improve outcomes. I conducted client meetings to acquire new investors, grow assets under management, and strengthened retention through data-driven coaching.

I also bring leadership experience from two years managing and developing teams—first as President of a student consulting club leading a team of 30 students, and later as a Team Leader managing 15 advisors. I monitor performance through KPIs like meeting volume and call activity, and I focus on quality, deadlines, and client satisfaction to deliver consistent results.

Experience

Work history, roles, and key accomplishments

Current

Investment Advisor

Current

InvestSmart XP

Jan 2021 - Present (5 years 4 months)

Manage a portfolio of 130 HNW clients with R$30M in AUM, delivering tailored investment strategies across fixed income, equities, structured products, private pension, and alternatives. Lead advisory team development and client retention, coordinating up to 15 advisors and supporting R$150M+ in aggregated AUM growth.

Portfolio Management Client Advisory Asset Allocation Risk Analysis Fixed Income Equities Structured Products Team Leadership Client Retention

Sales & Logistics Ops

Ambev (AB InBev)

Jan 2015 - Jan 2020 (5 years)

Managed commercial relationships with 500+ clients, leading field sales teams on target setting, route planning, negotiation, pricing strategy, and trade execution. Oversaw distribution and last-mile delivery operations, monitoring operational KPIs and improving processes to reduce losses and increase execution efficiency.

Client Relationship Management Consultative Sales Negotiation Route Planning Logistics Operations SLA Management KPIs Process Optimization Performance Management Stakeholder Management

Investment Advisor Team Lead

InvestSmart

Provided investment advisory to clients by managing portfolios and conducting financial meetings to acquire new investors and grow assets under management. Promoted to Team Leader, managing 15 advisors and improving performance through KPI tracking (meetings, call activity, and client satisfaction) and retention strategies using Salesforce and the XP platform.

Investment Advisory Portfolio Analysis KPI Tracking Team Leadership Salesforce CRM

President, Consea Jr

Consea Jr

Worked in legal and financial support for student consulting operations and helped deliver consulting projects to small local businesses. Promoted to President and led a team of 30 students, overseeing multiple projects to meet quality and deadline targets and improve client satisfaction.

Team Leadership Project Management Cross Functional Collaboration Client Relationship Management Quality Assurance