Vanda Patricia Andersen

Experience

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  Saxo Bank

  Aug 2006 - Jul 2012

  • Specialized in Latin clients with focus on South American Institutional and High Net Worth customers.• Client relationship management with focus on trading education.• Customer risk profile evaluation and Risk Management support.• Customer advisory & Trading transactions support• Relationship Management • KYC• Research analysis publicized in Sala de Inversión - South America. • Proven track record in developing my client base.• Managed clients' accounts and presented them with investment advisement.• Kept clients informed of their risk profile and margin requirements for their• trading accounts.• Resolved quickly cases of customer service issues within few hours to• maximize loyalty and retention.• Mentored new sales associates.• Achieved sales goal.• Ongoing KYC checks. • To identify potential clients throughout the world, with special focus in the Latin markets• To introduce potential leads to a sophisticated trading platform through educational programs tailored made for different customers.• Presentation of different financial products and its benefits. • Onboarding and Customer Due Diligence of customers.• Proven track record in developing my client base.

  • Trading Account Executive (Manager)

    Jan 2012 - Jul 2012

  • Sales Trading/Account Manager

    Feb 2007 - Jan 2012

  • Private Sale Executive

    Aug 2006 - Feb 2007
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  Direct Hedge

  Aug 2012 - Apr 2013

  Broker

  • To establish and grow relationships with customers through daily communication to provide them quotes on different products, or take their orders. • Client focus on North America and South America.

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  Nordea Markets

  Jan 2016 - Aug 2018

  Service Operations Officer

  • To support stakeholders in the value chain.• To carry out the daily service and operational side of the capital markets related product for Nordea and the customers. • Monitoring, controlling and reconciliation of securities holdings. • Support development of new products and services.• Efficiently perform daily tasks and services to ensure a low operational risk and timely execution for the benefit of customers and partners.• Identify discrepancies, errors, problems etc. in due time take action and reporting to superiors in order to minimize operational risk. Show less

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  Saxo Bank

  Sept 2018 - Feb 2020

  Senior Relationship Manager

  • Proven experience as a Client Relationship Manger managing the relationship and business opportunities with multi billion USD organizations in different geographic areas of the world.• Assisting clients generating new business while identifying opportunities for greater profits• Always looking to foster positive relationships with customers and internal stakeholders• Customer-oriented mind-set with solid understanding of Customer Service• Knowledge of customer relationship management (CRM) practices• Problem-solving attitude even in complex situations• Ability to recognize an issue or problem and determine when to escalate or handle independently. • Capable of ensuring continuity of high quality service, product delivery, and responsiveness to client needs.• Proven experience in conducting projects with high net worth partners to optimize their revenues.• Ability to determine and balance priorities on a daily basis to achieve business objectives.• Demonstrated ability to own problems on clients’ behalf and follow through with commitments.• Ability to balance needs of clients with associated risks and interests of the firm.• Solid experience in evaluating processes in order to digitalise solutions• Strong communication skills with individuals at all levels, internally and externally.• Understanding of general business practices and how business needs vary by industry/market.• Teamwork and leadership skills Show less

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  Refinitiv

  Mar 2020 - Feb 2021

  Senior Relationship Manager

  Formerly the Financial & Risk business of Thomson Reuters and later acquired by the London Stock Exchange, is one of the world’s largest providers of financial markets data and infrastructure.

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  London Stock Exchange Group (LSEG)

  Feb 2021 - now

  Senior Relationship Manager

  The London Stock Exchange Group is a leading global financial markets infrastructure and data provider, trusted to deliver excellence by our customers, partners and markets around the world.