Paulina Fernández Rubio
Montevideo,URUGUAY
Summary
Experienced investment sales professional with a successful trajectory in investment product brokerage and personal wealth management. Proven sales ability and outstanding relationship skills with high wealth individuals. Strong investment analysis and product knowledge including SEC Series 7 certification. Multilingual with studies and connections in multiple countries.
Overview
24
24
years of professional experience
Work History
Director at Puente Uruguay - Institutional Relations Director
Puente Uruguay
Montevideo, Uruguay
01.2022 - Current
- Spearheaded the development of robust, trust-based relationships with key embassies and commercial chambers, significantly enhancing the company's visibility and reach.
- Drove cross-selling initiatives, resulting in a 25% increase in revenue from the existing client base.
- Originated a pipeline of high-net-worth individuals for Private Banking and corporate clients for Capital Markets and Corporate Finance divisions.
Art Marchant
Martin Hughes Atelier
Dubai, United Arab Emirates
2011 - Current
- Managed international art collectors
- Served as PR, sales, and event Director
Relationship Manager and Head of Institutional Relations
Puente Uruguay
Montevideo
08.2020 - 02.2022
- Expertly managed a portfolio of high-net-worth clients, fostering strong, long-lasting relationships.
- Achieved 'NNM Top Producer' award in 2021 for outstanding new client acquisition and net new money generation.
Senior Financial Advisor
Merrill Lynch Bank Suisse
Zurich
05.2008 - 12.2008
- Provided comprehensive wealth management services to high-net-worth clients from Argentina and Paraguay.
- Crafted tailored financial plans and investment strategies, maximizing returns while mitigating risk.
- Consistently exceeded asset allocation and net new money targets.
Senior Financial Advisor
Citibank del Peru S.A.
Lima, Peru
05.2003 - 12.2004
- Acquired new accounts ranging from $100K to $3MM, delivering exceptional wealth management solutions
- Recognized as a 'Top Producer' for outstanding client acquisition and asset growth.
Sales Support Specialist
Merrill Lynch
Montevideo, Uruguay
02.2002 - 04.2004
- Directed client account management for Montevideo-based and Brazilian clients, ensuring exceptional service and satisfaction.
- Strategically identified and aligned clients' investment objectives and time horizons to tailor bespoke financial solutions.
- Expertly evaluated expected returns and risk tolerance, providing clients with informed investment advice.
- Crafted sophisticated asset allocation strategies, emphasizing diversification, to optimize portfolio performance.
- Proactively rebalanced portfolios, conducting regular reviews to maximize returns and ensure alignment with clients' financial goals.
- Led compliance efforts for the USA Patriot Act's 'anti-money laundering program,' executing thorough 'Know Your Client' procedures.
- Efficiently managed foreign exchange transfers, enhancing financial operations.
Trader
LLOYDS TSB BANK
Montevideo
01.2001 - 12.2001
- Spearheaded foreign exchange transactions, delivering optimal buying and selling outcomes.
- Successfully maintained robust reserve levels, adhering to the Central Bank of Uruguay's stringent requirements.
- Orchestrated seamless foreign currency transfers, ensuring accuracy and efficiency.
- Provided pivotal back-office support, driving operational excellence within the transfer group.
- Masterfully operated SEDEC, optimizing the interbank transfer system between commercial banks and the Central Bank of Uruguay.
Events Director Juan Sartori Political Campaign
Montevideo
01.2019
- Seamlessly orchestrated the logistics and execution of all campaign events, including launch events, book releases, and the grand finale.
- Coordinated security, media, and other critical event elements to ensure flawless delivery.
Football Club Barcelona Escola
Montevideo
01.2017
- Sales and PR Director
ATP Argentina Open
Buenos Aires
- Sales and PR Director
Education
Universidad De Montevideo
12-2001
Course in Commercial English -
New England School of English
01.1999
Y.P.O in Malaga, Spain -
P.L.U.G. (Post Leadership University for Graduates)
07.1998
Crans Montana, Switzerland - French Studies
College "Le Chaperon Rouge"
01.1995
Business Administration Bachelor - School
British Schools of Montevideo
Skills
Investment Product Brokerage
Personal Wealth Management
Relationship Building
Sales and Client Acquisition
Investment Analysis and Portfolio Management
Multinational Financial Services Experience
Regulatory Compliance (SEC Series 7)
References
- Juan Sartori, Union Group, +33 6 4062 8020, Juan@uniongrp.com
- Mauricio Sánchez, Branch Manager-Miami Complex-Manager Director Morgan Stanley, +1 (203) 969 4839
- Franco Moccia, Country Manager Fiserv Uruguay +598 94 345 095 , Franco.moccia@gmail.com
Languages
Spanish
First Language
English
Proficient (C2)
C2
Portuguese
Advanced (C1)
C1
French
Intermediate (B1)
B1
German
Intermediate (B1)
B1
Italian
Intermediate (B1)
B1
Timeline
Director at Puente Uruguay - Institutional Relations Director
Puente Uruguay
01.2022 - Current
Relationship Manager and Head of Institutional Relations
Puente Uruguay
08.2020 - 02.2022
Events Director Juan Sartori Political Campaign
01.2019
Football Club Barcelona Escola
01.2017
Senior Financial Advisor
Merrill Lynch Bank Suisse
05.2008 - 12.2008
Senior Financial Advisor
Citibank del Peru S.A.
05.2003 - 12.2004
Sales Support Specialist
Merrill Lynch
02.2002 - 04.2004
Trader
LLOYDS TSB BANK
01.2001 - 12.2001
Art Marchant
Martin Hughes Atelier
2011 - Current
ATP Argentina Open
Universidad De Montevideo
Course in Commercial English -
New England School of English
Y.P.O in Malaga, Spain -
P.L.U.G. (Post Leadership University for Graduates)
Crans Montana, Switzerland - French Studies
College "Le Chaperon Rouge"
Business Administration Bachelor - School
British Schools of Montevideo
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