GUILLERMO GAROFANO TORRES
Granada
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Banco Mediolanum
05.2020 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Helped clients make informed decisions about financial future.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Educated clients on financial topics and best practices.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Recommended specific investments to help clients meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Online Implementation Trainer
Mews Systems (PMS)
01.2020 - 03.2020
- Development and maintenance of training course via web cast, video and/or online classroom, based on communication with Mews clients and in-house training and support teams
- Adaptation of existing training programs to deliver experience that met and exceeded needs of client base
- Facilitation of ad hoc online training sessions during Implementation process
- Proactive communication with staff at properties to improve user-experience of Mews system, analyzing performance of clients in order to maximise benefits
- Tailoring building in of new hotels/hostels into Mews platform based on specifications provided by sales and implementation team
- Demonstrating leadership skills by facilitating training courses on use of all Mews Products for new and existing customers and/or Mews employees either online or onsite.
- Increased employee satisfaction by introducing flexible learning options such as self-paced courses and remote workshops.
Manager in Training, Rooms Division
Rosewood Sand Hill
08.2018 - 07.2019
- Front Desk Manager on Duty at 5 star resort-like hotel (Forbes), interacting with guests and providing stellar customer experience from start to finish
- Assigned staff training responsibilities for front office
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Used company reports to analyze sales, gross profit and inventory activities.
- Established open and professional relationships with team members which facilitated communication, quickly resolving issues, and conflicts.
- Developed strong relationships with key clients, ensuring consistent business growth and exceptional service delivery.
- Analyzed customer feedback to identify areas for improvement.
Career Development Department
Les Roches Marbella
10.2017 - 07.2018
- Hosting recruitment companies, liaising with them to provide organized experience
- Drafting and drawing up of contracts and agreements of collaboration, facilitating development of ties between School and different hospitality companies.
- Academic and social counseling and guidance to Les Roches students, offering advice, mentorship, and orientation seminars for students
- Led campus tours for external visitors and tourism companies, providing insight into day-to-day life at Les Roches
- Initiated CV and LinkedIn masterclasses and workshops, promoting professional development of students.
- Developed tailored career plans with clients, leading to successful job placements.
- Guided clients in identifying transferable skills from previous experiences that could be applied to new positions.
- Networked with professionals in community and built relationships to establish resources and future job opportunities for clients.
- Provided ongoing support to clients in maintaining employment, addressing challenges as they arose.
- Established strong relationships with local employers, increasing job opportunities for clients.
Front Office & Reservations Dept.
NH Marbella Hotel
11.2012 - 01.2017
- Performance of front desk duties at 4 star property, including meeting guests upon check in and check out, allocating rooms and attending to billing matters
- Management of hotel Reception
- Collaborating with team members to ensure positive guest relations
- Assigned to Administration Manager and Night Auditor posts.
- Helped office staff prepare reports and presentations for internal or client-related use.
- Collected and distributed messages to team members and managers to support open communication and high customer service.
- Collected room deposits, fees, and payments.
- Identified issues, analyzed information and provided solutions to problems.
- Resolved problems, improved operations and provided exceptional service.
Education
European Financial Advisor - Finances
Universidad Politécnica De Valencia
Valencia, Spain12.2020
Postgraduate Diploma in International Hospitality Management -
Les Roches International School of Hotel Management
Marbella, Spain07.2018
Diploma in Tourism -
University of Granada
Granada, Spain01.2012
Erasmus Programme -
Universitatea de Vest Din Timisoara
Timisoara, Romania01.2012
Skills
- Financial Plan Development
- Stock market understanding
- Capital Market Trends
- Strategic Communication Management Professional
- Customer Expectations Management
- Portfolio Management
- Financial Goal Planning
- Financial Planning
- Technical Analysis
- Client Confidentiality
- Banking
- Investment advice
Languages
Spanish
English
Advanced (C1)
Personal Information
- Date of Birth: 01/09/89
- Nationality: Spanish
Timeline
Financial Advisor
Banco Mediolanum
05.2020 - Current
Online Implementation Trainer
Mews Systems (PMS)
01.2020 - 03.2020
Manager in Training, Rooms Division
Rosewood Sand Hill
08.2018 - 07.2019
Career Development Department
Les Roches Marbella
10.2017 - 07.2018
Front Office & Reservations Dept.
NH Marbella Hotel
11.2012 - 01.2017
European Financial Advisor - Finances
Universidad Politécnica De Valencia
Postgraduate Diploma in International Hospitality Management -
Les Roches International School of Hotel Management
Diploma in Tourism -
University of Granada
Erasmus Programme -
Universitatea de Vest Din Timisoara
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