Experience

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  Bbva

  Apr 2013 - Oct 2013

  Financial advisor
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  Grupo hotusa

  Apr 2014 - Nov 2014

  Account manager

  Activity: Accounting and Management.- Relations and negotiation with suppliers, tasks of administration, taxes, P&Ls, elaboration of balance sheets.

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  Caixabank

  Nov 2014 - May 2020

  Activity: Consultancy, Advise, Sales.-Advice and management of a portfolio of 150 clients (UHNWI) -Financial planning in short, medium and long term, portfolios consisting. Achieving an increase in the non-invertible resources of the portfolio by 8% thanks to client capture and good distribution and investment of the invertible resources with a great asset allocation (Private Equity, Fixed Income, Equity, Funds, Hedge Funds, Pension Funds..) -Building relationships with a large number of executive clients. -Analysis and valuation of equities Show less Activity: Consultancy, Advise, Sales.Advice and management of a portfolio of 480 clients. -Valuation of client's needs by giving alternatives adjusted to their profiles with a net worth over 100.000 €. - Financial planning . - Recruitment of new clients thanks to clients recomendations and drive the return of former clients explaining de advantages of working with personal advisor. About a 2% success. - Preserve the assets of my clients in a very difficult time, keeping at all time the calm and providing client peace of mind through offering reassuring solutions. In addition despite a slight loss of assets under management, those remaining assets in the forecast portfolio beat the target by 10%, increasing client´s confidence in me and Caixabank service. Show less Activity: Consultancy, Advise, Sales.-Analysis and management of a specific client portfolio of companies and freelance professionals, advising a total of 300 clients. -Valuation of the company based on analysis of balance sheets, P&Ls, and business plan of the company to provide solutions to business needs, and financial planning according to each phases of their business project.-Customer-tailored financing, for example giving support to new entrepreneurs without economic resources and getting to launch 6 new business projects through the foundations belonging to Obra Social "La Caixa" and Microbank SAU, valuing the possibilities of the project and assisting the client in its development.-New clients capture, beating the annual objectives by 10%, through sales actions of cold calling visits also through Marketing campaigns of Caixabank and especially thanks to client referrals. Also at the same time, I studied for Caixabank's internal exams which gave me the chance to skip 16 years of professional career with a rating of 126/135.-Negotiation of credit and debt rates. Show less

  • Private Banker

    Jan 2019 - May 2020

  • Premier Banking Manager

    Jun 2017 - Dec 2018

  • Business Manager

    Mar 2016 - Jun 2017

  • Sales Manager

    Nov 2014 - Mar 2016
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  Caixabank wealth management luxembourg

  May 2020 - now

  Private banker