Experience

  • Accountant Assistant

    at SEB Life International

    December 2016 - at Present

    Leinster

    • Timely and accurate reconciliations of key control accounts and custody holdings in order to meet/group deadlines. • Accurately complete daily internal fund pricing, outgoing payments, fiscal reporting across European jurisdictions and other duties as when required by the Financial Reporting Manager, managing the whole invoices cycle. • Build strong relationships with SEBLI business partners and SEBLI service teams to close client queries within agreed service standards. • Develop a working knowledge and understanding of the international life assurance business and finance processes.

  • Financial Advisor-Sales executive

    at Generali Insurance Group

    January 2011 - January 2016

    Barcelona

    • Building, keeping and improving a long and strong relationship with clients and the potential ones. • Researching and finding creative and entrusted ways to sell the company’s products/service. • Analysing prices, statistics, market environment, investments evolution, rate, etc. • Managing effectively the customers portfolio, providing service, resolving inquires and problems, explaining advantages and disadvantages of the holding policies. • Following the value of each policy and monitoring the transactions (credit-debit) applied. • Researching information about competitors, the market and products. • Analysing and evaluating the client risk to offer the right investment based on the client needs, expectations and particular profile. • Elaborating and structuring the contract according to the previous negotiation and conditions of the company. • Managing accounting (invoices, payments, commissions). • Preparing and sending the quotes for each client.

Education

  • B2 English

    at ABA Academy

    2016 - at Present (2 years)

  • Excel Course

    at SEB

    2017 - 2017 (1 year)

  • Financial Advisor

    at Generali Insurance

    2010 - 2011 (1 year)

  • Car Expert Technician

    at INESE

    2010 - 2011 (1 year) Barcelona

  • Automotive Administration

    at MONLAU

    2008 - 2010 (2 years) Barcelona

Knowledge and keywords

Languages

  • English Negotiation

  • Catalan Native

  • Spanish Native

Followers (1)

Hives