Alonso Pastor
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Record of performance in meeting organizational objectives. Excellent interpersonal skills, to work well with others, in both supervisory and support staff roles.
Overview
7
7
years of professional experience
Work History
Client Account Manager
UBS
Zurich
04.2022 - Current
- Managed a portfolio of 50+ high-profile client accounts, cultivating strong relationships and consistently exceeding customer expectations for service and satisfaction.
- Developed and implemented strategic account plans, resulting in a 20% increase in revenue and a 15% improvement in client retention
- Collaborated with cross-functional teams to identify and address client needs, ensuring seamless delivery of investment solutions.
- Supporting relationship managers and investment advisors in delivering great client service and experience, by consolidating and building client relationships in the UHNWI Latam desk
Asset Management Off-Cycle Analyst
UBS
Madrid
04.2021 - 04.2022
- Assisting the AM team and the Head of UBS AM Iberia directly, as well as advising clients while supporting their requests.
- Supporting directly the Head of ETF & Index Fund Sales - Iberia & LatAm - EUR 1.2bn AUM (09/2021)
- Conducted workplace compliance training to reduce liability risks and operate effectively.
Institute Research Challenge - Analyst
CFA
Madrid
10.2020 - 03.2021
- Selected amongst a large pool of candidates to prepare an equity research report about CABK´s acquisition of BKIA, using comparable valuation methods - CFA Institute Research Challenge.
- Validated results and performed quality assurance to assess accuracy of data.
Private Banking Internship
Deutsche Bank
Málaga
06.2020 - 09.2020
- Investigated market changes and devised approaches to take advantage of emerging opportunities
- Consulted with potential investors to assess objectives and discuss optimal strategies to achieve their financial goals.
Operational Specialist
Cedar Fair Entertainment Company
Sandusky, Ohio
06.2016 - 09.2016
- Directed day-to-day logistical operations for 4'500-employee organization.
- Enforced regulatory and company policy compliance to improve workplace and employee safety and readiness.
- Motivated and trained employees to maximize team productivity.
- Summer season of 2016, 2017 and 2019.
Education
Master of Science - International Finance
CUNEF University
Madrid, Spain06.2021
Global Curriculum -
Seville, Spain
Seville, Spain01.2020
Skills
- Advance MS Office, Bloomberg, Current events analysis, exceptional communication skills, Outlook and Excel skills, Sales approach, fast learning, SQL, Qlik platform Customer Relationship Management
- Workflow Improvements
- Financial Transactions
Websites
Languages
Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
French
Elementary (A2)
Timeline
Client Account Manager
UBS
04.2022 - Current
Asset Management Off-Cycle Analyst
UBS
04.2021 - 04.2022
Institute Research Challenge - Analyst
CFA
10.2020 - 03.2021
Private Banking Internship
Deutsche Bank
06.2020 - 09.2020
Operational Specialist
Cedar Fair Entertainment Company
06.2016 - 09.2016
Master of Science - International Finance
CUNEF University
Global Curriculum -
Seville, Spain
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