Martin Napoleon Avina Fernandez
Administracion
Zapopan
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
18
18
years of professional experience
2
2
Languages
Work History
Wealth Manager
Actinver
Guadalajara
11.2019 - Current
- Collaborated with clients to develop customized investment portfolios.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched and evaluated potential investment products for clients.
- Assisted clients with navigating complex financial situations such as divorce, career changes or business sales, and provided guidance on the appropriate strategies to protect their wealth.
- Educated clients on financial topics and best practices.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Managed a team of 50+ comercial wealth management bankers
Wealth Management Banker
Actinver
Guadalajara
01.2015 - 11.2019
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Processed customer applications and approved loans in accordance with bank policy.
- Opened, closed, and updated accounts for customers.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Provided expert guidance on investment strategies, optimizing portfolios to maximize returns for clients.
Wealth Management Intern
Actinver
Guadalajara
01.2013 - 01.2015
- Generated reports based on cost-based research.
- Presented data and report findings to advisory staff on assigned topics.
- Collaborated with clients to develop customized investment portfolios.
- Provided administrative support to team of wealth management experts creating advice-based solutions.
Front Office Manager
Hilton
Guadalajara
01.2010 - 05.2013
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Coordinated special events bookings with event planning teams for smooth execution of functions held at the hotel premises.
- Developed effective communication channels within the team to improve decision-making process and problem-solving abilities.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Front Desk Agent
Hilton
Guadalajara
01.2006 - 05.2010
- Developed strong relationships with frequent guests for repeat business through personalized attention to their preferences.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Resolved guest issues promptly, resulting in positive feedback and return visits.
- Provided exceptional service during high-volume periods or challenging situations, ensuring a seamless experience for all guests.
Education
Bachelor Of Business Administration - Finance
SEP
Guadalajara12.2018
Skills
Team Collaboration
undefinedTimeline
Wealth Manager
Actinver
11.2019 - Current
Wealth Management Banker
Actinver
01.2015 - 11.2019
Wealth Management Intern
Actinver
01.2013 - 01.2015
Front Office Manager
Hilton
01.2010 - 05.2013
Front Desk Agent
Hilton
01.2006 - 05.2010
Bachelor Of Business Administration - Finance
SEP
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