Financial Coordinator

• Oct 2021 - Present

- Actively managing 30 corporate accounts, providing personalized financial analyses and investment strategies.- Actively managing 15 individual accounts, providing comprehensive financial strategies tailored to each client's investment goals, risk tolerance, and financial situation, thereby optimizing their portfolio performance and financial growth.- Lead and developed a team focused on managing accounts payable and receivable, company billing and invoice issuance while maintaining a strong relationship with bank managers. Show less

Key Account Manager

• Jul 2016 - Oct 2021

- Initiated and led the digital transformation of the equity contract process, reducing processing time from 24 hours to 10 minutes, significantly improving operational efficiency- Provided comprehensive client support throughout their investment journey, including account opening, investment inquiries, access to investments, and resolving any potential issues. - Organized and hosted client events, fostering strong relationships and gaining insights into client needs and investment preferences. - Managed investor relationships, ensuring their needs were met and their investment strategies were aligned with their financial goals. Show less

Wealth Management Intern

• Dec 2014 - Jun 2016

- Successfully attracted new clients to increase the investor base, demonstrating strong sales skills and knowledge of investment products - Assisted in maintaining strong relationships with clients, including account opening and providing support for app access, showcasing my ability to provide excellent customer service. - Aided clients in the process of withdrawing funds from their accounts, demonstrating my understanding of financial transactions and client needs. - Successfully attracted new clients to increase the investor base, demonstrating strong sales skills and knowledge of investment products - Assisted in maintaining strong relationships with clients, including account opening and providing support for app access, showcasing my ability to provide excellent customer service. - Aided clients in the process of withdrawing funds from their accounts, demonstrating my understanding of financial transactions and client needs.

Junior Financial Analyst

• Mar 2013 - Dec 2013

- Conducted thorough financial analysis of creditworthiness for corporate clients, utilizing financial statements and corporate balance sheets to assess their financial stability and repayment capacity - Assessed financial risks associated with lending to corporate clients, leveraging financial statements and corporate balance sheets to make informed decisions on loan approvals and terms - Conducted thorough financial analysis of creditworthiness for corporate clients, utilizing financial statements and corporate balance sheets to assess their financial stability and repayment capacity - Assessed financial risks associated with lending to corporate clients, leveraging financial statements and corporate balance sheets to make informed decisions on loan approvals and terms

Auxiliar Administrativa

• Aug 2009 - Mar 2013