Brenda Hernández
Austin,TX
Summary
Dynamic and seasoned executive with over 15 years of experience leading wealth management teams and managing high-net-worth client relationships. Proven track record in contributing to driving top-line revenue growth and success of wealth management teams, identifying business opportunities, and providing strategic solutions. Expert at building relationships, executing sales strategies, and leveraging market trends to increase product adoption and client retention.
Overview
17
17
years of professional experience
Work History
Global Wealth Management Director, Associate
UBS
02.2023 - 02.2024
- Led business development efforts in the Texas region, exceeding targets by providing strategic planning, consulting, and deepening client relationships·
- Spearheaded initiatives to integrate innovative investment solutions, contributing to the growth of the PWM business.
- Cultivated strong relationships with Financial Advisors and Field Leaders to understand their needs, providing tactical sales ideas and product guidance that bolstered client acquisition, growth, and retention efforts
- · Developed and executed key strategies to grow sales, including the creation of presentations and campaign content, leading to increased top-line revenue.
- · Fostered relationships with ultra-high-net-worth clients, including family offices and corporate executives, advising on wealth strategies.
- · Drove top-line revenue growth, leveraging UBS’s global resources to provide customized financial solutions across banking, lending, investment banking, corporate, and trust services.
Senior Mortgage Lending Officer
BBVA Compass
06.2020 - 01.2023
- · Increased revenue by managing a portfolio of high-net-worth clients, delivering tailored lending solutions and strategies that aligned with client objectives.
- · Partnered with Private Wealth Advisors to integrate innovative financial solutions, driving business development and enhancing cross-selling opportunities.
- Conducted thorough financial analyses to identify potential risks and opportunities within clients'' portfolios, optimizing their lending experience.
Senior Private Banking Mortgage Lending Officer
Amegy Bank
04.2019 - 03.2020
- Expanded territory, increasing client acquisition and loan origination volume by leveraging deep industry expertise.
- · Coordinated wealth advisory services, identifying opportunities to offer clients a suite of portfolio lending products and services.
- · Acquired new client relationships, focusing on high-net-worth individuals, through effective prospecting and portfolio management.
Sr. Private Banking Lending Advisor/Commercial Ban
JP Morgan
08.2007 - 03.2019
- Worked at many levels within the organization, growing career path towards real-estate lending, investments, and the commercial market. Generated successful outcomes across multiple revenue streams for business banking, personal and commercial lending and private client wealth management.
- · Cultivated and managed high-net-worth client portfolios, offering tailored financial solutions and exceptional client service.
- Increased loan approvals by implementing effective client assessments and thorough documentation reviews.
- · Served as a liaison to support the PWM business, working closely with internal teams to achieve clients' financial goals.
- · Managed a diverse commercial banking portfolio, providing expertise in cash flow analysis, commercial lending, and cash management solutions to optimize business operations and support growth.
Education
Bachelor of Science - Finance
Texas State University
San Marcos, TXSeries 7, 6, 63, SIE -
FINRA
JIRA Certification -
Atlassian Academy
Agile Project Management Certification -
Google Academy
Group 1 Life And Annuity License -
National Insurance Producer Registry (NIPR)
Mortgage Lender/Originator License -
National Mortgage Licensing (NMLS/CSBS)
Skills
- Leadership
- Teamwork and collaboration
- Excellent communication & listening skills
- Relationship building and management
- Business development and planning
- Consultative sales techniques
- Territory management
- Business development
- Inter-departmental collaboration
- Strategic planning and execution
- Wealth management offerings
- English language fluency (Fluent, Excellent)
- Foreign language fluency (Spanish - Excellent) (Portuguese - Basic) (Russian - Basic)
Timeline
Global Wealth Management Director, Associate
UBS
02.2023 - 02.2024
Senior Mortgage Lending Officer
BBVA Compass
06.2020 - 01.2023
Senior Private Banking Mortgage Lending Officer
Amegy Bank
04.2019 - 03.2020
Sr. Private Banking Lending Advisor/Commercial Ban
JP Morgan
08.2007 - 03.2019
Bachelor of Science - Finance
Texas State University
Series 7, 6, 63, SIE -
FINRA
JIRA Certification -
Atlassian Academy
Agile Project Management Certification -
Google Academy
Group 1 Life And Annuity License -
National Insurance Producer Registry (NIPR)
Mortgage Lender/Originator License -
National Mortgage Licensing (NMLS/CSBS)
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