Results-driven Economics student with bilingual proficiency and professional experience as a Financial Consultant and Manager. Developed strategies enhancing client satisfaction and operational efficiency. Time management and collaboration skills facilitate high-quality outcomes in challenging environments.
Overview
1
1
year of professional experience
Work history
Manager
Pedro Duque Canarias S.L
Santa Cruz de Tenerife, Spain
06.2025 - 08.2025
Streamlined communication channels to improve internal information flow.
Optimised resource allocation for increased profits.
Led performance reviews, identified areas for improvement.
Coordinated cross-departmental collaboration to optimise workflow.
Identified growth opportunities through comprehensive market research.
Cultivated strong relationships with clients to secure repeat business.
Facilitated staff training to enhance customer service skills.
Delivered high-quality products to increase customer satisfaction.
Financial consultant
OVB allfinance spain
Santa Cruz de Tenerife, Spain
09.2024 - 06.2025
Managed diverse portfolio of clients, delivering tailored financial advice that aligned with individual financial objectives.
Developed comprehensive financial plans by analysing customer's current situations.
Collaborated with tax professionals to enhance tax efficiency in financial planning strategies, benefiting clients' long-term financial goals.
Assisted clients in developing personalised budgets and savings plans to meet their future financial needs.
Solved complex financial issues with sound advice and solutions.
Recommended suitable insurance products to secure financial futures of clients.
Handled sensitive client data with utmost confidentiality ensuring trust in the advisory relationship.