Wealth Management Associate

• Jan 2021 - Present

Manage client portfolios (high net-worth families and individuals) under my relationshipGather information and contact possible leads to open investment accounts.Advise clients to invest in the international securities market.Monitor risk metrics and asset allocation for accounts.Sell investment products such as mutual funds, bonds, stocks, and alternative investments (commodities, private equity, private debt, etc.) to clients with investment accounts.Execute due diligence and know your client procedures to open new accounts.Support in the process of defining budgets for the team.Design reports of profitability metrics for investment account. Show less

Wealth Management Analyst

• Oct 2019 - Dec 2020

Product Sales Analyst - Wealth Management

• Jul 2018 - Sep 2019

Provide investment ideas to Relationship Managers of investment accounts.Monitor international markets, with a focus on fixed income and equity securities in developed and emerging markets.Promote the sale of investment products such as mutual funds, bonds, and stocks, having regular contact with asset management firms that maintain distribution agreements with MMG BankAnalyze Latin American political and country risk, through the constant monitoring of political events.Support in the process of data collection concerning financial products sales.Participate in the Global Investment Strategy Meetings for the team. Show less

Portfolio Management Specialist

• Jul 2017 - Jun 2018

Provide assistance to the Portfolio Manager of the MMG Panama Allocation Fund.Collaborate in the valuation of companies listed in the Panamanian stock exchange.Help develop sophisticated models to manage risk in Latin American fixed income securities.Participate in the construction of investment strategies for the Portfolio Management Team.

Intern

• Feb 2017 - Jun 2017

Provide support in the opening of new accounts.Participate in the elaboration of investment proposals.Assist in the analysis of products such as mutual funds, bonds, stocks, and others.

Director

• Nov 2018 - Dec 2019