Alexandre Vieira Âmbar is an accomplished financial advisor with over 25 years of experience in Brazil’s banking and investment industry, specializing in private wealth management for high-net-worth individuals and corporate clients. His expertise spans investment advisory, succession and estate planning, corporate finance, and portfolio structuring—delivering integrated solutions with discretion and precision.

Currently a Senior Advisor at Valor Investimentos, one of XP Inc.’s top 20 affiliates in Brazil, Alexandre provides bespoke investment and credit strategies to affluent retail and corporate clients. His work includes building personalized asset portfolios, implementing estate planning structures, coordinating corporate credit solutions, and overseeing foreign exchange and employee benefit programs. In addition to his client-facing responsibilities, he plays a strategic role in talent development and results-driven team management at the firm.

Prior to joining Valor, Alexandre held key roles in high-net-worth divisions of major Brazilian banks. At Banco Santander (2019–2022), he was a Select Relationship Manager, where he led advisory efforts across fixed income, equity markets, agribusiness credit, real estate finance, consortia, leasing, and life insurance—maximizing returns and managing risk for his Select portfolio.

His career foundation was built at Banco Bradesco (1997–2019), where he spent over two decades managing high-value relationships in the Prime segment. As both Relationship Manager and Unit Leader, he was responsible for asset and liability oversight, client acquisition, and team supervision, consistently delivering excellence in service and sustained revenue growth.

Known for his meticulous approach and client-centric mindset, Alexandre has a strong reputation for identifying financial opportunities, preserving client wealth, and navigating complex credit and estate planning needs. His extensive experience and strategic foresight make him a trusted partner to individuals and businesses seeking long-term financial success in Brazil’s evolving market.