Ligia De Resende Cunha

■ Responsible for a book of around 250 affluent clients domiciled in Latin America. Provide an excellent customer experience and adhere to all banking regulations.

■ Analyze client data and bank patterns to recommend investment solutions.

■ Provide financial consultation regarding retirement planning, wealth preservation, asset management, lending services, and day-to-day banking.

■ Support client advisors in delivering exceptional client service and experience.

■ Point-of-entry contact for clients with account queries, investment orders and payments.

■ Assist with account opening, onboarding, due diligence and monitoring activities.

■ Support with documentation for client meetings, business trips and investment proposals.

■ Responsible for overseeing Client Support Team activities. Monitoring the team’s performance, training and motivating team members.

■ Responsible for the calculation of Funds’ Net Asset Value.

■ Develop and maintain relationship with clients, investment managers, primebrokers and counterparties.

■ Investigate internal differences between the accounting and trade entry systems.

■ Prepare financial statements and other reports to investment managers.

■ Process and control of fund’s trades, loans, invoices and fees.

■ Check and monitor fund’s balances, incomes/expenses, subscriptions and redemptions.

■ Middle Market, responsible for credit cards and credit analysis of private bank segment.

■ Relationship Manager and customer assistance; interface between service providers (card administrators as American Express London and Banque Invik Luxembourg) and final client.

■ Customers’ assistance, management of Real Estate Investment Funds, responsible for contacting investors and service providers.

■ Responsible to coordinate and approve all transactions of the fund, analyze accounting reports, create monthly reports for investors and develop new strategies for the area.

Senior Analyst (August 2008 – June 2010)

■ Middle Market, responsible for investment funds of private and corporate segments. Main activities include assistance to commercial department and to funds’ managers. Also responsible to monitor funds’ liquidity and compliance issues.

Junior Analyst (March 2006 – July 2008)

■ Responsible for custody, liquidation of securities and exchange, foreign currency account control and contact with financial institutions and international custody and liquidation chambers. Account reconciliation and creation of management reports.

Junior Customer Service (May 2004 – February 2006)

■ Assisted and guided internal and external customers in relation to banking products and exchange and foreign trade.