EVA SALDANA SMITH

• Managed client portfolios, delivering high-touch service and personalized support

• Executed a variety of banking operations:

• Payments and securities transfers

• Account openings and closures

• Monitoring of pending transactions

• Execution of stock market orders

• Setup of Lombard loans

• Implementation of investment mandates

• Collaborated with compliance, legal, and middle office teams to ensure full regulatory compliance and operational efficiency

• Oversaw a portfolio of FIM clients, ensuring high-quality, personalized service and bespoke administrative support.

• Executed a wide range of banking operations: payments, securities transfers, account openings and closures, transaction monitoring, market order execution, setup of Lombard loans.

• Coordinated closely with internal teams (compliance, legal, risk) to maintain regulatory standards and streamline processes.