Maria Fernanda Perez Castilla
Madrid,M
Summary
Detail-oriented private banking manager with 7+ years of experience in banking and finance, assisting financial advisors and family offices on their daily performance and operations, specialized in fixed income trading. Consistently meet bank and customer service standards, strong interpersonal and analytical skills. Ready to tackle new challenges in position within Pharmaceutical Industry where talents in financial forecasting and reporting will be valuable; passionate about global business trends, sustainability and value investing.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
1
1
Language
Work History
Private Banking Manager
BANCO INVEX
Mexico City, Mexico
07.2017 - 06.2020
- 30-year trajectory Mexican public bank, specialized in private banking and wealth management)
- Direct relations with 54 independent financial advising companies and family offices, to develop banking business
- Managed client book of business exceeding USD 2 billion in assets
- Executed customer transactions including equity, fixed income, FX, and money deposits and withdrawals
- Supervised, forecasted, and controlled area budgets and objectives
- Fixed income operations manager, having direct relationship with more than 15 different counterparts in Mexico, open architecture for trading public and private fixed income assets for clients in IPO´s and secondary markets
- Achieving large average of 150 transactions per month, Identified and analyzed market trends using quantitative skills for efficient execution of profitable trades
- Achieved monthly and yearly sales goals, generating revenues over USD 0.5 M
- Trained and coached junior bankers through onboarding processes providing required technical knowledge and skills.
Valuation Senior
GIRON VALUATION SERVICES
Mexico City, Mexico
07.2015 - 06.2017
- Boutique Mexican valuation firm, specialized in risk management, financial and business consultancy)
- Business and financial valuation: constructed financial modeling, forecasts, risk management and analysis for Mexican companies, analyzing client´s financial situation, and offering solutions to improve current performance
- Organized and prepared education and financial seminars for clients, most in accounting regulations and OTC derivatives market (Imparted around 5 courses)
- Devised and organized management, human resources, marketing, and accounting needs, meeting all regulations, compliance, and identification guidelines
- Supervising client relationship and building loyal customer base resulting in growth of 100% in first 6 months.
Junior Manager
BANCO SANTANDER
Mexico City, Mexico
06.2014 - 06.2015
- General knowledge and comprehension in OTC derivatives, especially SWAPS and Forwards
- Created and improved internal process controls for day-to-day operations, increasing productivity
- Acquired strong relationships with more than 30 brokers and counterparts.
- Embraced team-working spirit, critical thinking, and strong problem-solving skills.
Education
International MBA - Business Administration
IE BUSINESS SCHOOL
Madrid, Spain 01.2022 - 12.2022
Major in Business Management - Business Management
UNIVERSIDAD IBEROAMERICANA CAMPUS MEXICO
Mexico City 05.2009 - 05.2014
Skills
Banking
Negotiation
Verbal and written communication
Business Development
Coaching and mentoring
Relationship building
Team Bonding
Excellent multi-tasking ability
Timeline
International MBA - Business Administration
IE BUSINESS SCHOOL
01.2022 - 12.2022
Private Banking Manager
BANCO INVEX
07.2017 - 06.2020
Valuation Senior
GIRON VALUATION SERVICES
07.2015 - 06.2017
Junior Manager
BANCO SANTANDER
06.2014 - 06.2015
Major in Business Management - Business Management
UNIVERSIDAD IBEROAMERICANA CAMPUS MEXICO
05.2009 - 05.2014