Maria Bosch

Experience

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  Deutsche Bank

  Feb 2006 - Mar 2008

  Manager for International Wealth and Private Clients

  In this capacity, I maximised retail turnover and profit to grow business in order to support bank’s ongoing financial viability. I analysed sales figures, interpreted trends, and forecast future product sales volumes to improve profits. I effectively dealt with difficult situations with customers, and provided appropriate resolutions, accurate information, and additional options. I engaged in business development activities and solicitation of new business.A few key achievements in this tenure include:* Played a significant role as an active team member to achieve approx. 250 clients per year, 6 MIO Mortgages and 2, 5 MIO assets.* Proactively contributed in instilling and maintaining a positive sales environment through education of bank’s products, services, and additional offerings.* Enabled the branch to be considered as most profitable branch in whole Spain in several years Show less

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  Barclays

  Apr 2008 - Aug 2013

  Manager - International Wealth and Private Clients

  As an international wealth and private clients manager, I ensured training and development of branch team members on bank protocols, operational processes, policies, and procedures. I created and promoted a positive working environment to facilitate exceptional client services, expanding profitable customer relationships and employee engagement. I engaged cross-functional teams to take ownership of achieving personal and banking / branch objectives.The following are highlights of the value I have brought to Barclays Bank Sae:* Functioned in close collaboration with a high skilled team to establish a new branch from initial assessment to making the branch profitable and achieving performance objectives during the economic crisis in Spain.* Enabled the branch to achieve multiple awards for highest profitability, and obtained incentive trips for achieving per-defined objectives in terms of sales and revenue.* Achieved 800 clients after seven years of the establishment of the new branch; met annual goals of seven MIO Mortgages and three MIO assets on an annual basis, with a profit of 85K per annum (during the economical crisis period) Secured 600K in terms of profit after seven years, during the economic crisis; received award of excellence in several years for outstanding service to clients. Show less

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  Bankinter

  Aug 2015 - Aug 2018

  Manager - International Wealth And Private Clients

  During my position at BANKINTER, I create financial goals analysis reports to initiate a unique and comprehensive blueprint for prospective clients. I deliver written and verbal quarterly portfolio reviews to highlight progress and establish new objectives. I develop strong understanding of financial planning advice process and internal wealth management systems and processes. I build and strengthen business relationships with private clients to ensure improved client base and significant revenue expansion. I collaborate with internal management team, and communicate circumstances that required supervisory attention.A few key achievements in this tenure include:* Recognised by executive leadership for exceptional services delivery in product sales, and secured an incentive trip for achieving assigned targets and selling a wide range of products related to insurance.* Accomplished 200 % of objectives, encompassing a portfolio of 237 international clients, 96 retail clients (most Spanish clients), 15MIO in mortgages, and 7 MIO in assets.* Achieved yearly profitability of 543.000 EUR EUR (global clients) and 189.000 (retail clients), accumulated return 732.000 EUR (global clients) Show less

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  Banque de Patrimoines Privés

  Sept 2018 - Aug 2021

  • Client Account Manager Sales Support Wealth Management and Private Banking

    Jan 2020 - Aug 2021

  • Professional Client Services & Credit Lending Private banking

    Sept 2018 - Jan 2020
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  UBS

  Aug 2021 - now

  Client Manager Wealth Manager LATAM