Javier Ruiz-Peinado

Senior Sales & Relationship Manager at EXANTE
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Contact Information
us****@****om
(386) 825-5501
Location
Cyprus, CY
Languages
  • Spanish Native or bilingual proficiency
  • English Full professional proficiency
  • Portuguese Professional working proficiency
  • French Limited working proficiency
  • Italian Elementary proficiency

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5.0

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Patricia Mata

He trabajado con Javier durante 4 años en nuestra etapa en Saxo Bank España. Javi es un excelente compañero, maravilloso trabajador en equipo con grandes soft skills. Empático, paciente, buen oyente, gran ejecutor. En Saxo Bank realizó una excelente labor comercial en el ámbito institucional. Tiene una gran visión comercial y sabe adaptarse a las necesidades de los clientes con agilidad, eficacia y eficiencia. También quiero destacar la fidelidad de sus clientes, algo muy significativo ya que no solo permanecieron con él a lo largo de los años, sino que incrementaban negocio y se cerraban nuevos proyectos con ellos y los que recomendaban sus clientes. Sin duda alguna, Javier es un gran asset para cualquier compañía.

Amelia Ursu

I had the pleasure of working with Javier for almost my whole time in Saxo Bank. In my last 3 years in the company I was in direct contact with his department providing the Iberia and Latin America region with support for customer related issues. Javier is a very hard working and devoted employee. His vast knowledge of the financial markets and his abilities to coordinate and to build durable customer relationship made him one of the most appreciated portfolio managers of the bank. He possesses a very dependable and profesional attitude which he shows at all times during his every day work. Javier is a great asset that will bring any organisation value.

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Credentials

  • Advance Certificate CySEC
    CySEC - Cyprus Securities and Exchange Commission
    Sep, 2023
    - Nov, 2024
  • Creative Thinking
    Imperial College London
    May, 2020
    - Nov, 2024
  • Marketing Skills Certification
    INESEM Business School
    Jan, 2012
    - Nov, 2024
  • ACI Dealing Certificate
    ACI Financial Markets Association
    Jan, 2008
    - Nov, 2024

Experience

    • United Kingdom
    • Capital Markets
    • 300 - 400 Employee
    • Senior Sales & Relationship Manager
      • 2020 - Present

      Exante's Electronic Trading Technology provides direct market and API access to one of the largest series of trading and hedging strategies with ~700 000 Financial Securities such as Stocks, ETFs, Funds, Bonds, Options, Futures to Banks, Brokers, Wealth Management firms, Fintech and Direct Investors. • Sales and Relationship Manager covering Spanish and Portuguese speaking countries with a key role developing institutional (White Label and Institutional Partners) and HNW individuals relations. • An extensive collaborative role, dealing across a variety of financial services customers in the Iberian Region and the Americas. • Regularly delivering against targets to grow business in Iberia and Americas region while accountable for retention of existing revenue. • Comprehensive understanding of the requirements of potential client and guiding consultative sales development Show less

    • Spain
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Investor
      • 2020 - Present

  • Saxo Capital Markets UK
    • London, United Kingdom
    • Sales & Relationship Manager - Associate Director
      • 2015 - 2020

      - I was involved in launching first Saxo Bank Group White Label with Mutual Funds (Allfunds) and End-client Segregated Account Structure under Saxo systems. - Main contact point for Saxo Bank international institutional relations handling business growth and maintaining the existing business. - Automated Portfolio/Robo-advisor API expert within Relationship Management Team. Key role in improving the communication channel in order to refine and enhance institutional clients' results. - I was involved in launching first Saxo Bank Group White Label with Mutual Funds (Allfunds) and End-client Segregated Account Structure under Saxo systems. - Main contact point for Saxo Bank international institutional relations handling business growth and maintaining the existing business. - Automated Portfolio/Robo-advisor API expert within Relationship Management Team. Key role in improving the communication channel in order to refine and enhance institutional clients' results.

    • Denmark
    • Investment Banking
    • 700 & Above Employee
    • Senior Institutional Account Manager
      • 2011 - 2015

      - Main contact point for Saxo Bank institutional relations in Spain, handling the growth of business in Spain and maintaining the existing business, having a definitive role to contribute in Saxo expansion. - I managed to produced a spectacular client growth for the period, both income and AUM wise and having the opportunity to work with an institutional client awarded as Best Stock Broker in Spain. - Improving client experience and Saxo Brand awareness. - Main contact point for Saxo Bank institutional relations in Spain, handling the growth of business in Spain and maintaining the existing business, having a definitive role to contribute in Saxo expansion. - I managed to produced a spectacular client growth for the period, both income and AUM wise and having the opportunity to work with an institutional client awarded as Best Stock Broker in Spain. - Improving client experience and Saxo Brand awareness.

    • Denmark
    • Investment Banking
    • 700 & Above Employee
    • Co-Head Sales Trading - Latin Desk
      • 2008 - 2010

      - Co-head of the sales trading team with the main focus on growing the number of trade executions within Saxo platform for South America and Iberia Region.- First contact point in liaison and support their trading activity coordinate between my team and Saxo institutional clients, high net worth individuals and Saxo Bank to ensure assistance for my clients' portfolio. Improve usability of Saxo systems and match their trading expectations.- Coordinate within my team and Saxo macro-analysis team to assist performing trading by clients' portfolio.- Working in close contact with the institutional account management team to ensure up-selling and reaching kpi targets for the institutional accounts under Iberia and South America portfolio. Show less

    • Institutional Sales Trader
      • 2006 - 2008

      - I was part of a global team (ST-Partner Team) with main focus for introducing brokers and white label clients from Spanish & Portuguese speaking countries.- Principal task was to increase institutional clients trading volume supported by Sales Trading Team.- Assisting all trading activities, performing trades and improving clients experience.

    • United States
    • Financial Services
    • 700 & Above Employee
    • HNW clients team (Bear Stearns)
      • 2005 - 2005

      - During my certification in Berkeley, I was collaborating as an intern for Bear Stearns, now JP Morgan, High Net Worth clients within David and Jonathan Steele team in San Francisco. - During my certification in Berkeley, I was collaborating as an intern for Bear Stearns, now JP Morgan, High Net Worth clients within David and Jonathan Steele team in San Francisco.

    • Germany
    • Financial Services
    • 700 & Above Employee
    • Assistant Fund Management
      • 2003 - 2005

Education

  • University of California, Berkeley
    2005 - 2005
  • Universidad Complutense de Madrid
    Bachelor of Business Administration - BBA, Major in Finance
    1997 - 2003

Community

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