Gerardo Alonso
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Gerardo Alonso
• Building trust relationships with clients and understanding their needs in order to offer suitable solutions • Creating solid relationships with colleagues to provide valuable customer experience • Increasing AUM's by bringing new clients • Helping clients achieve broad financial and investment goals related to wealth management using Aladdin by BlackRock • Transactions with funds, money market, stocks, structured products, ETFs, and FX • Opening, managing and supporting investment accounts
• Opening, managing and supporting investment accounts • Building trust relationships with clients and understanding their needs in order to offer suitable solutions • Creating solid relationships with colleagues to provide valuable customer experience • Transactions with funds, money market, stocks, structured products, ETFs, and FX • Comply KYC processes • Analysis and sale of back to back loans
- 2 Jahre und 1 Monat, Sep. 2015 - Sep. 2017
Associate Banker - Wealth Management
Multiva Bank
• Opening, managing and supporting investment accounts • Building trust relationships with clients and understanding their needs in order to offer suitable solutions • Creating solid relationships with colleagues to provide valuable customer experience • Transactions with funds, money market, stocks, ETFs, and FX • Comply KYC processes
Sprachen
Spanisch
Muttersprache
Englisch
Fließend
Deutsch
Grundlagen
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