Marta Domínguez Rentero
Financial Advisor at Tressis- Claim this Profile
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Bio
Credentials
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European Financial Advisor (EFA)
EFPA Europe │ European Financial Planning Association
Experience
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Tressis
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Spain
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Financial Services
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100 - 200 Employee
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Financial Advisor
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Sep 2019 - Present
-Maximised market penetration by captured new customers -Worked with different investment instruments: Sicav´s, Unit Linked, Pension Plans, Funds, Venture Capital, Private Equity etc. -Monitored of clients' portfolios according to their needs, risk profile, profitability objectives, liquidity needs, time horizon, fiscal situation, knowledge and global markets -Financial Planning and Wealth Management for each client’s particular situation -Looked for investment opportunities by monitored markets and companies Show less
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Indosuez Wealth Management
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France
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Banking
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700 & Above Employee
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Private Wealth Management
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Jun 2018 - Sep 2019
-Developed investment proposals and presented them to clients, according to their individual needs, based on their profile as investors -Followed up each investment and continuously evaluated the market status to answer any questions from customers, focusing on funds, fixed icome, equity, macro economy, etc. -Collaborated in attracting new customers -Reviewed all customers’ accounts according to what is required by MIFID II -Attended markets and funds committee weekly and trainings (i.e. compliance, money laundering etc.) -Analysed risk proposing and renewing credits -Controlled that all clients with advisory contracts that invest in funds, were investing in the correct class Show less
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AEVHA LONDON
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London, Reino Unido
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Digital & PR Assistant
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Jul 2017 - Aug 2017
-Worked with the Marketing Director to execute the on-going marketing and public relations strategy -Planned and developed content to further the brand´s engagement strategy across Facebook, -Twitter and Instagram, with particular emphasis on the latter -Developed reports on all website interactions via Google Analytics with a view to maximising the number of visitors and ultimately increasing online sales -Monitored competitor activity, news and updates -Worked with the brand´s PR agency to develop reports collating press clippings and celebrities photographs measuring results Show less
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Job&Talent
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Spain
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Software Development
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700 & Above Employee
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Digital Marketing Assistant
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Jun 2016 - Jul 2016
-Worked with the Digital Marketing Manager to develop campaigns segmented by target audience -Edited social media and blog posts, strictly following brand guidelines, using Photoshop -Summarised and presented online KPI's and analysis of improvements to maximise the number of visitors and overall visitor experience -Measured all digital marketing campaigns run in the UK and Latin America providing insight and recommendations for Spain -Day to day management and proof reading of digital marketing materials Show less
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Education
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2013 - 2018
CUNEF
Bachelor of Arts in Law, Law -
2013 - 2018
CUNEF
Bachelor of Arts in Business Administration, Business Administration
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