Experience

Alexandria Bancorp Limited

• Cayman Islands
• Financial Services
• 1 - 100 Employee

• Senior Trust Officer

  • Feb 2015 - Present

  Client acquisition, on-boarding, management and compliance - Banking and Trust Services. ViewPoint Super-User Client acquisition, on-boarding, management and compliance - Banking and Trust Services. ViewPoint Super-User



RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Senior Business Development Officer

  • Apr 2013 - Feb 2015

  Onboarding of new clients from KYC collection and Compliance and Management approvals until final handover of the new structure to the administration team. Acquisition of new businesses through internal RBC channels. Onboarding of new clients from KYC collection and Compliance and Management approvals until final handover of the new structure to the administration team. Acquisition of new businesses through internal RBC channels.



TMF Group

• Netherlands
• Financial Services
• 700 & Above Employee

• Trust Manager

  • Mar 2012 - Mar 2013

  Was responsible for the daily relationship management of existing clients and intermediaries mainly based in or related to Brazil. Was responsible for client retention after the merger of Equity Trust and TMF and for revenue increase through development of new business opportunities and close control of outstanding fees. Was responsible for the daily relationship management of existing clients and intermediaries mainly based in or related to Brazil. Was responsible for client retention after the merger of Equity Trust and TMF and for revenue increase through development of new business opportunities and close control of outstanding fees.



ATU General Trust

• Tortola, British Virgin Islands

• Senior Trust and Foundation Officer

  • 2011 - Mar 2012

  Responsible for establishing new structures, managing takeovers and daily activities of unit trusts, family trusts, companies and foundations which included standard work as well as the handling of complex transactions in cooperation with external legal council. Analysed contracts, cases, and drafted new business proposals. Responsible for establishing new structures, managing takeovers and daily activities of unit trusts, family trusts, companies and foundations which included standard work as well as the handling of complex transactions in cooperation with external legal council. Analysed contracts, cases, and drafted new business proposals.



Clariden Leu Trust Switzerland

• Zurich

• LATAM Team Head

  • 2005 - 2010

  Supervised the overall activities of a team of seven people ensuring quality, accuracy, and timely response to clients’ requests as well as diligent completion of tasks arisen from the periodic risk and investment reviews. Provided on the job training for more junior staff and performed annual appraisals. Assisted in the process of review and acceptance of new business and non-standard transactions. Performed management controls, risk and investment reviews. Managed own portfolio of trusts, foundations, companies and partnerships for HNWI. Supported business development identifying client needs and new business opportunities. Liaised with professional advisors, settlors and beneficiaries attending meetings with both existing clients and prospects. Show less