Eva Guerrero Ruche
Marbella
Summary
Finance Industry professional, with over 18 year's experience in banking. This included a wide spectrum of financial roles. Experience in national and multinational, multicultural environments. Solid experience in project management, with significant leadership experience in national and international cross-functional teams for a wide range of financial areas. Deep knowledge of investments, regulatory guidelines, quality improvement processes, training and workshop leadership, assuring adequate project set up. Management, at the international level. Used to working per objectives in high-performance companies. Strong, technical and social skills with high capacity of team motivation, to achieve any set goals. Ability to communicate in an open and effective manner. Not afraid about workload, passionate about new challenges, very flexible, and versatileI have a record proving sound financial strategy in international clients, institutional, and ultra-high net-wealth clients on a global scale. Extensive experience in cultivating and managing new and existing relationships of ultra-high-net-worth individuals and their related businesses. My portfolio has experienced remarkable growth, elevating assets under management from from $150 million to $250 within 3 years. And the number of clients from 220 to 260.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Experienced Private Banker
SANTANDER PRIVATE BANKING
07.2021 - Current
- Management portfolio with more than 260 clients and assets under management of $250 million.
- Assisted clients with their financial planning needs, including investment and retirement planning
- Analyzed customer portfolios for risk management purposes and recommended strategies for mitigating risk exposure.
- Managed relationships with high-net-worth individuals in order to build trust and loyalty towards the bank's brand.
- 90% of my portfolio is international clients, from different parts of the world. EEUU, Canada, Dubai, Mexico, Colombia, France, Belgium, Germany, Russia, Poland... and a huge spectrum of countries and nacionalities.
- Actually, I'm located in Marbella, area where all of my clients has a second residence. So, I'm used to working with people from other nationalities, speaking different languages, and understanding their own financial culture, knowing their global net worth.
- My clients have a huge potential in international banks. That gives me a global vision of the potential of each client and a 360-degree vision.
- Active prospecting in the regions covered (Europe, Latin America, Middle-East, Asia and USA)
- Strong focus on discretionary portfolio management, with approximately. 70 percent of assets under management being in
managed portfolios - Currently, developed a pipeline valued at close to $200 million.
NPL Portfolio Manager
BANCO SANTANDER, SA
07.2020 - 01.2021
- Analysis and viability of new investment opportunities
- Responsible for managing client/product/team relationships and developing the intermediary network
- Responsible for creating and managing investment allocations for private clients
Key Account Manager
BANCO SANTANDER, SA
02.2017 - 07.2020
- Business development and generation of investment opportunities
- Portfolio and investment management
- Leadership and personnel management
Head of Institutional Banking
BANCO SANTANDER SA
02.2014 - 02.2017
- Knowledge of financial modeling, managing investments from 5M.
- Ability to engage with top levels of management in financial institutions
- Creating an enabling environment for staff to achieve set goals and objectives
Branch Director
BANCO SANTANDER SA
12.2006 - 02.2014
- Business financing and client management
- Managed various lines of business (product, assortment, and pricing strategy)
- In 6 months, the new lines of business accounted for over 40% of the total Gross Value
Education
Executive MBA -
Alcalá de Henares University
Madrid01.2012
Bachelor's degree - Advertising and Public Relations
Open University of Catalonia
Barcelona01.2011
Bachelor's degree - Economics
University of Barcelona
01.2005
Skills
- Management Skills
- Communication Skills
- Relationship Building
- Investment Management
- Developed meaningful organic relationships with clients that
has resulted in 30% new business referrals - Mentor and trained junior bankers ( Santander Woman Network)
Certification
- MIFID II - IE Business School
- EFA - European Financial Advisor - Corporate Learning Alliance
Languages
Spanish
First Language
English
Advanced (C1)
C1
French
Intermediate (B1)
B1
Timeline
Experienced Private Banker
SANTANDER PRIVATE BANKING
07.2021 - Current
NPL Portfolio Manager
BANCO SANTANDER, SA
07.2020 - 01.2021
Key Account Manager
BANCO SANTANDER, SA
02.2017 - 07.2020
Head of Institutional Banking
BANCO SANTANDER SA
02.2014 - 02.2017
Branch Director
BANCO SANTANDER SA
12.2006 - 02.2014
- MIFID II - IE Business School
- EFA - European Financial Advisor - Corporate Learning Alliance
Executive MBA -
Alcalá de Henares University
Bachelor's degree - Advertising and Public Relations
Open University of Catalonia
Bachelor's degree - Economics
University of Barcelona
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