Performance-driven team player eager to contribute professional qualifications toward actively supporting a progressive organization in achieving and surpassing operational and financial goals

 

 

Ø  Offer approximately 9 years progressive experience in the financial services/investment/banking sector; hold Series 7 License and possess solid knowledge of broad products and services

Ø  Excel in consulting with clients to identify and capitalize on needs, delivering customized presentations, capturing new business, developing existing customers, expanding revenue channels through strategic cross-selling, and productively managing accounts

Ø  Effectively prioritize, plan and manage projects/workflow to maximize efficiency and meet stringent deadlines while maintaining high quality standards and policy/procedure/standards compliance

Ø  Solid administrative operations skills and experienced in orienting/guiding staff

Ø  Dynamic communication skills; multi-lingual, with fluency in English, Spanish and Portuguese

Ø  Technology-savvy; proficient in Microsoft Office, AS400 and NetXchange Pro

Ø  Bachelor of Arts Degree in Accounting

 

 

HSBC Premier Center - Coral Gables, FL                                                                        2006-Present

Financial Advisor Assistant; 2007-Present

Actively collaborate in strategically managing a $100M portfolio of assets

Effectively assist Financial Advisor in achieving sales revenue goals, including partnering in cross-selling and administration of diverse banking products and services

Premier Client Service Officer; 2006-2007

Drove business growth by opening and managing portfolio of new accounts, assisting with closings and identifying and capitalizing on opportunities to diversify revenue streams through cross-selling of products and services

Consistently delivered quality, personalized customer service targeted toward meeting affluent premier customer needs

 

Banco de Brasil - Miami, FL                                                                                           2001-2006

Relationship Manager; 2004-2006

Proficiently managed servicing of existing and prospective customers, including special accounts; contacted clients to address renewal of optimal investments as well as pending file/account issues

Ensured ongoing compliance with critical Federal and State regulations as well as internal policies, procedures and codes of conduct

Took advantage of opportunity to complete comprehensive Compliance Training Seminar

Operations Assistant; 2001-2004

Collaborated with Head of Department in driving operations, from staff orientation and support to daily work verifications and procedural approvals

Applied sharp research and analysis skills toward thoroughly reviewing account documentation and investigating/resolving account problems

Concurrently served as backup for non-depository investments and time deposits opening/closing/ maintenance

 

 

BA, Accounting, Facec University-Vitoria, Espirito Santo - Brazil