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andres_j_

Andres J

@andres_j_

Senior Technical Account Manager

Ecuador
Englisch, Spanisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I am a financial services professional with over 6 years of experience across private wealth management and fintech. I specialize in customer experience, product communication, and commercial initiatives, with a proven track record of turning complex financial concepts into compelling propositions while partnering with global stakeholders.... Mehr lesen

Kompetenzen

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andres_j_
Andres J
offline • 

Meine Dienstleistungen

Finanz-Analysen
I will build excel financial models, dashboards and reports
Ab40 $ / ProjektWeitere Details

Arbeitserfahrung

Scotiabank

Scotiabank

Vollzeit • 2 yrs 10 mos

Investment Associate, Wealth Management

Jun 2020 - May 2022 • 1 yr 11 mos

Managed USD $980 million AUM for HNW/UHNW clients. Added USD $6 million in assets through deal advisory and grew offshore partner relationships by 200%. Traded over $100 million in securities and increased annual revenue by CAD $70,000 through re-pricing analysis. Constructed 45 multi-million dollar portfolio proposals and led quarterly market presentations with the CIO to update clients on investment strategy.

Wealth Management Associate

Jun 2019 - May 2020 • 11 mos

Tailored 18 data-driven financial plans and decreased critical queries by 20% through a new communication strategy. Identified credit opportunities increasing revenue by 1.2%. Supported onboarding for 55 clients ensuring KYC compliance. Oversaw a $250 million bond proposal for a LATAM conglomerate and executed a digital marketing campaign that increased client engagement by 60%.