AUVP

• Manage the sales funnel; • Enter and maintain information in the CRM; • Study and train on the product; • Present and demonstrate the product; • Craft tailored pitches for the client's segment; • Execute sales processes; • Qualify leads; • Follow up, send proposals, process contracts, and close sales.

• Lead the financial planning process with clients: diagnosis, goal setting, strategy design, and ongoing follow-up; • Gather key information (income, expenses, reserves, debts, assets, goals and timelines) and organize the client's financial picture; • Build recommendations and an integrated plan involving, when applicable: investments, retirement, insurance/protection, tax planning and estate/succession planning; • Ensure all recommendations align with the investor profile and the client's best interest, with documentation and rationale; • Translate complex financial decisions into clear, actionable guidance (no "financial jargon"); • Monitor portfolios/strategies over time, proposing adjustments as scenarios, goals, or risk profiles change; • Produce reports and support materials (plan summary, next steps, rationale, periodic reviews); • Collaborate with partner teams (Products, Operations, Compliance, Sales/Client Relations) to ensure execution, experience and end-to-end consistency; • Record information and progress in the CRM/internal routines, maintaining cadence and predictability of follow-up.

• Provide client service through digital contact channels such as chat, WhatsApp, phone and email, maintaining regular follow-ups • Deliver proactive service, anticipating clients' needs • Stay continuously up to date on the macroeconomic environment, market opportunities and financial products • Continuously monitor clients' investment portfolios with a focus on their objectives • Manage your client portfolio, focusing on generating forecasts and reducing the sales cycle to meet targets • Act quickly to optimize processes and internal controls.

• Manage direct relationships with individual and corporate clients, including prospecting, account opening, and account maintenance within the AUVP Capital client base; • Develop a deep understanding of each client's profile, objectives, and financial situation, offering suitable solutions aligned with the client's interests and regulatory requirements; • Execute allocations, reallocations and investment transactions within commission-based and fee-based remuneration models, according to client profile and needs; • Build and maintain long-term relationships focused on trust, recurring business, and wealth preservation; • Work integrally with the AUVP ecosystem, identifying legitimate opportunities for complementary solutions (insurance, foreign exchange, credit, agribusiness and corporate services), always acting with ethics, transparency and the client's best interest; • Strictly follow internal compliance guidelines, ethical conduct and institutional positioning, safeguarding AUVP's image, reputation and credibility; • Actively participate in the internal development track (technical, commercial and behavioral training); • Contribute to building a solid client base with a long-term vision and sustainable operational growth.