Rossio Paola Rojas Torres

Acquiring new External Asset Managers Providing excellent Costumer Service Developing existent relationships and maintaining them as well. Evaluating risks and opportunities of business, risk management Processing account openings, updating on outstanding documents, closings accounts Monitoring client account balances and account transactions as stock market purchases/sales, fiduciary deposits, loans, renewals, executions of cash transfers Repapering missing documentations, updating KYCs.

Providing excellent Costumer Service, Onboarding new EAMs, developing and maintaining relationships. Processing account openings, updating on outstanding documents, closings accounts Monitoring client account balances and account transactions as stock market purchases/sales, fiduciary deposits, loans, renewals, executions of cash transfers Repapering missing documentations, elaborating KYCs. Solving different operational challenges of e-banking and credit card services

Supporting Relationship Managers and Team Heads in the day-to-day activities Processing account openings, updating on outstanding documents, closings accounts Monitoring client account balances and account transactions like stock market purchases/sales, Fiduciary deposits, loans, renewals, executions of cash transfers Solving different operational challenges of e-banking and credit card services

Supporting several Relationship Managers in the day-to-day activities Processing client orders such as account openings, maintenance of accounts, check endorsements, fiduciary deposits, forex, Lombard loans Dealing with internal, external procedures and compliance regulations Managing and controlling general administrative tasks Follow-up of pending matters

Writing minutes of meetings Providing support and assistance to the Management and the Board of Directors General project support Coordination of various work streams Creating and updating various databases for the entire project Coordinating meetings with various external professionals (law and accounting firms) Preparing important project documentation for various stakeholders On boarding of external consultants and management of absences

Preparation of market products (stocks, bonds, hedge funds) Responsible for the cash management Account openings and closings, follow-up of administrative tasks Monitoring of positions, renewal of fiduciary deposits Coordinating client visits, preparing relevant document