Experience

RKS-AM

• Spain
• Capital Markets
• 1 - 100 Employee

• Business Development Manager

  • Jan 2016 - Present

   Prospect for potential new clients and turn this into increased business.  Cold call as appropriate to ensure a robust pipeline of opportunities. * Meet potential clients by growing, maintaining, and leveraging your network.  Identify potential clients, and the decision makers within the client organization.  Research and build relationships with new clients.  Set up meetings between client decision makers and company’s practice leaders/Principals.  Plan approaches and pitches. * Work with team to develop proposals that speaks to the client’s needs, concerns, and objectives.  Participate in pricing the solution/service.  Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion. * Use a variety of styles to persuade or negotiate appropriately. Show less



Banco Madrid

• Spain
• Banking
• 1 - 100 Employee

• Private Banker

  • Sep 2014 - May 2016

  Providing full client support services to Relationship Managers in executing banking and investment transactions for PB clients. •Providing timely and concise market update and information flow to both internal parties and clients. •Handling and resolving queries from PB clients and Client Advisors in the team on transactional activity, operations systems and account re-balance processes •Completing sales documents and participated in the client on boarding processes (i.e. KYC/ due diligence/ client profiling) and inputting related data and deal information into transaction processing systems. •Assisting in preparing Business Credit Application, financial review documentations. •Being the main point of contact between and internal departments to follow up all customer service issues and escalate customer complaints to seniors in accordance with established procedures. •Checking documents and making sure they comply with internal process standards/ credit policies/ operation procedures/ AML prevention procedures. •Highlighting suspicious activities/behavior of clients and staff and taking the initiatives in driving various regulatory processes. Show less



Banco Espirito Santo

• Banking
• 100 - 200 Employee

• Investment & Private Banker

  • Jul 2012 - Jul 2014

  As a Senior Investment & Private Banker, I represent Banco Espirito Santo by identifying, acquiring, building and retaining existing and new client relationships. Drawing on my existing network I developed my own book all around Spain and Portugal. I have an outstanding of welth management solutions and I am a trusted advisor to my clients. Finally, I ensure and maintain the highest standards of customer service. As a Senior Investment & Private Banker, I represent Banco Espirito Santo by identifying, acquiring, building and retaining existing and new client relationships. Drawing on my existing network I developed my own book all around Spain and Portugal. I have an outstanding of welth management solutions and I am a trusted advisor to my clients. Finally, I ensure and maintain the highest standards of customer service.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Manager Corporate Banking (GTS)

  • Mar 2009 - May 2012

  Transactional Services originator managing a portfolio of large Spanish Corporate clients with full responsabiliti from a product perspective. Supporting senior GTS sales in their business origination activities through the preparation of both capital and credit forms for internal committees, management and negotiationof legal documantation with clients and internal lawyers. Coordination of the implementation of cash and trade deals across the network with the relevant teams. Identification and management of operational and regulatory risks in the line with the Group Policy Standards and agreed risk appetite. Management of the relationship with the spanish inbound portfolio. Show less



Banco Popular

• Spain
• Banking
• 700 & Above Employee

• Senior Corporate Relationship Manager

  • Aug 2005 - Sep 2009

  : - Management of important corporations. - Qualitative and quantitative assessment of companies, study and follow up of profitability - Optimization of company treasuries. - Drawing up of and defence of budgets with the risk committee. - Coordination of Investment Banking Product brochure (Leverage, Project Finance, Corporate Finance, Asset Finance, FX …) : - Management of important corporations. - Qualitative and quantitative assessment of companies, study and follow up of profitability - Optimization of company treasuries. - Drawing up of and defence of budgets with the risk committee. - Coordination of Investment Banking Product brochure (Leverage, Project Finance, Corporate Finance, Asset Finance, FX …)