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| Position wanted: |
FInancial Adviser |
| Job category: |
Finance |
| Objective and Resume Summary: |
|
Financial Advisor position seeking an achievement driven opportunity to take charge and maximize my potential in providing financial advice and services to clients
Accomplished professional experience and responsibilities by assisting private clients on International investment management, assessing on a wide range of products and services that best suit every requirement and needs. Acquired deep knowledge and specialization on international markets
Business Skills
- Recognized successful performance on managing high net portfolios worth private and diversified clients
- Capable in creating, developing, and executing short and long term financial/investment strategies, customized to meet profit driven client needs in customer-focused environments
- Gather and deliver research relating to economic cycles, portfolio management and asset allocation
- Proved communication skills. Support regular contact with clients to ensure long-term relationships. Proactive client affairs management
- Promote relations with private banking institutions and sell-side analyst
- Edition of regular and customized reports and presentations for current and prospect clients |
| Skills: |
|
| Known languages (and levels): |
English-Very GoodFrench-GoodSpanish-Very Good
|
| Type of Employment wanted: |
Full Time
|
| Minimum Yearly Salary in Numbers: |
100000 USD
|
| Current Location: |
( Confidential ) |
| Education History, Qualifications & other additional information: |
| Level of Education: |
Masters
|
St Andrews University, Buenos Aires
International Affairs, Master degree, 2007
Universidad Católica Argentina, UCA, Buenos Aires
B.S., Business Administration, 1998
Supplementary training
Managerial Finance, Portfolio Management, Money and Capital Markets, Investment, Corporate Finance, Economics and Emerging Markets, 2006
Computer skills
Word, Excel, Bloomberg, Power Point, Outlook and Internet research
|
| Work History & Experience: |
| Years of Work Experience: |
10 to 15 Years |
FIMADES
Financial & Investments Consultancy Firm based in Buenos Aires that offers a broad array of services coupled with the highest levels of client and strategy implementation
International Financial Advisor
Responsibilities:
- Develop investment strategy, asset allocation, risk assessment, manager selection and performance measurement
- Review clients needs and objectives in order to recommend appropriate asset allocation
- Look for investment resources that can tailor investment strategies to meet individual needs
- Assist in the analysis of markets and financial instruments, presenting conclusions to the Investment Strategy Committee
- Advise private clients about how to structure their off-shore companies and trusts, how to avoid taxes, how to protect their assets and how to give the assets away with the best long-term tax benefit
- Attract and develop new client relationships
Key achievements:
- Developed a considerable amount of Taylor Made investment strategies during the last six years
- Managed more than 25 accounts simultaneously
- Established alliances with JP Morgan, , Lehman, Merrill Lynch, Wachovia, UBS, Credit Suisse and Santander in order to jointly manage clients accounts
- Managed Portfolios consistently outperformed the broader market
- Championed creative Public Relations and communication initiatives, including bylined articles and presentations on macroeconomic seminars
- Current assets under management: U$S 75 m
UNILEVER, Buenos Aires
Investment analyst
Responsibilities:
- Collected financial and investment information using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
- Invested funds into appropriate vehicles (fixed income, equity, mutual funds, derivatives)
- Performed valuations, attribution analysis, performance measurement, and cash reconcilement
- Responsible for investment reports to senior management and Board of Directors
- Developed reports on investment opportunities in Emerging Markets |
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| Jobseekers:74399 |
CVs:68494 |
Employers:8480 |
Jobs:19213 |
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Language:english |
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