Alan Valle

Experience

• 

  BNP Paribas

  Nov 2008 - Jul 2009

  Wealth Management Trainee

  Wealth Management Trainee Main Activities: Provide support to the Bankers in the management of clients’ needs, coordinate with the Executives and the middle office the investment operations, and analyze sensitive information to prospect new clients. My main achievement: I created in excel a more comprehensive and friendly report with client’s investment portfolios performance that were used later with Clients of Private Investment Banking.

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  Citibanamex

  Feb 2010 - now

  Main Activities: Business development and relationship management of Top Tier Corporate Clients in Mexico. The relationship management responsibilities include credit analysis, compliance and customer service supervision, offering structured financial solutions to various market industries and actively target on prospects to bring new full relationships. Lead and worked successfully with product specialists (Risk Management, Cash Management, Payroll, Investments, Markets and Treasury) and experts across Citibanamex to structure tailored solutions that meet Corporates’ unique needs.Deepen Client-Institution relationships, increasing the revenues and participation of the organization through a close analysis of each client identifying sales or placement opportunities.My main achievements: I increased in more than 20% revenues of my assigned portfolio, in addition during this period; I successfully prospected and brought as a new full relationships to Citibanamex Top Corporates of diverse Industries, this allowed me to structure credit deals that duplicated my debt offer. Show less Main Activities: Responsible of assigned team performance, management and strategies to meet the goals and objectives of Investments Department and ensure the growth of the organization, the team assigned for the North Region in Citibanamex, included personnel and offices in the cities of Monterrey, Torreon, Saltillo, Chihuahua, and Tampico. Enhance the Investment team performance and increase employee’s productivity through effective teamwork, in addition to mentor and develop talent on the team members. Generate Investment strategies accordingly to the risk appetite and policies of the Corporate Investors, including Government funds, Bonds, Investment funds, Options and other structured notes to provide sound solutions for clients.My main achievements: I increased in more than 24% revenues of the Investments department leveraging the expertise and capabilities of the ICG Markets department to offer revenue generating and key product such as Structured Notes. Show less Main Activities: Business development and relationship management of Platinum Subsidiaries and Global ICG Citi bank Clients in Mexico.The relationship management responsibilities included sales, credit analysis, compliance and customer service supervision, all aligned with the Parent Companies Management need responding to and anticipating any future needs or risks. Coordinate along with Citi Bank teams from other countries global projects implementations with the Parent Account Managers.Manage an assigned team for the Client’s Portfolio service (Risk Management, Cash Management, Investments, Markets and Treasury).Identify sales or placement opportunities through a close analysis of each client increasing the revenues and participation of the Institution.My main achievements:I increased in more than 37% revenues of my clients’ portfolio and I was selected as the third best performance of all Credit Commercial Bankers' Scorecard in 2013 in Mexico. Show less Main Activities: Generate corporate credit analysis and reports for the “Top Tier Local Clients” portfolio, including performing daily operations for the proper management of their credit facilities. Comprehensive care and management of Senior Executive’s client portfolio, providing sound credit judgment and persuasive proposals.Provide complete support to clients with their operating products offered by the institution, granting solutions to their problems while interacting with different areas of the bank. Show less

  • Senior Relationship Manager

    Jun 2016 - now

  • Team Leader of Investments

    Jan 2015 - Jun 2016

  • GSG Relationship Manager - Global Subsidiaries Groups Specialist

    Jan 2013 - May 2015

  • Junior Executive / Analyst

    Feb 2010 - Dec 2012