Eduardo Macedo
Miami
Summary
Senior Wealth Advisor with 9+ years of experience advising affluent and high-net-worth clients on investment management, financial planning, banking and lending solutions. Currently manage a $130MM portfolio generating approximately $1.3MM in trailing 12-month revenue.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Senior Wealth Advisor
Citibank
11.2019 - Current
- Manage a $130MM+ book of business consisting of affluent and high-net-worth households.
- Generate approximately $1.3MM in annual trailing-12-month revenue through advisory services, investment management, lending, and banking solutions.
- Develop comprehensive financial plans tailored to clients’ investment objectives, retirement goals, liquidity needs, and risk tolerance.
- Partner with specialists across investments, lending, trust, insurance, and estate planning to provide holistic wealth management solutions.
- Ensure adherence to FINRA, SEC, and internal regulatory requirements.
Client Service Associate (CSA)
Citibank
05.2017 - 11.2019
- Facilitated relationship management for affluent and high-net-worth clients alongside Senior Wealth Advisors.
- Coordinated client meetings and created investment proposals and account documentation for informed decision-making.
- Managed investment account openings, transfers, maintenance, and documentation to ensure client satisfaction.
- Ensured compliance with regulatory requirements and internal policies.
Intern – B2B / Foreign Finder Control
XP Securities
02.2016 - 05.2017
- Managed relationships with 180+ independent financial advisors, enhancing collaboration and support.
- Assisted with financial research and analysis for investment strategies.
- Collaborated with team members to prepare client presentations and reports.
- Supported multiple teams in daily operations, ensuring smooth workflow and effective communication.
- Managed data entry for client accounts using company software systems.
Intern – Brazil Team
Safra National Bank of New York
04.2013 - 05.2013
- Facilitated relationship management for the Brazil team with international banking clients.
- Assisted in processing customer transactions using banking software.
- Supported compliance team by organizing documentation and reports.
- Coordinated with departments to streamline communication and workflows.
Education
Bachelor of Business Administration - Finance & Business Management
University of Miami
Coral Gables, FL05-2017
Skills
- Wealth Management
- Investment Advisory
- Financial Planning
- Portfolio Construction
- High-Net-Worth Client Management
- Retirement Planning
- Banking & Lending Solutions
- Risk Management
- Relationship Management
- Business Development
- Asset Gathering
- Wealth Management CRM Platforms
- Financial Planning & Investment Platforms
Certification
- FINRA Series 7
- FINRA Series 66
- Florida 2-15 Life, Health & Variable Annuity License
Languages
- Portuguese, Native / Fluent
- English, Fluent
- Spanish, Professional Working Proficiency
Timeline
Senior Wealth Advisor
Citibank
11.2019 - Current
Client Service Associate (CSA)
Citibank
05.2017 - 11.2019
Intern – B2B / Foreign Finder Control
XP Securities
02.2016 - 05.2017
Intern – Brazil Team
Safra National Bank of New York
04.2013 - 05.2013
Bachelor of Business Administration - Finance & Business Management
University of Miami