Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

HECTOR GUIDES

Miami Lakes ,FL

Summary

Wealth Relationship Manager with background in sales and understanding how to build client loyalty. Excellent communication, planning and organizational skills. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals.

Overview

7
7
years of professional experience
1
1
Certification

Work History

AVP Wealth Relationship Manager

Citibank, NA
01.2022 - Current
  • Build relationships with new clients to bring in new bank and brokerage assets.
  • Deepen relationships with existing clients in PWM and Retail banks through the use of financial planning and excellent discovery and profiling skills
  • You can refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisors, Small Business Partners, Home Lending Officers, etc.)
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Analyzed the financial needs of clients and developed tailored strategies to meet goals.

Registered Client Service Associate

Citibank
01.2021 - 02.2022
  • Gather and process new account and KYC documentation as well as maintain existing client information.
  • Work in collaboration with the Financial Executive to provide investment support including placing trades.
  • Communicate regularly with clients and provide full customer service, both proactively and on demand. Full responsibility over IPB U.S. unit communications and channels.
  • Ensure Compliance with securities and banking regulations in the U.S. as well as Citigroup policies.

Personal Banker

Citibank
11.2018 - 01.2021
  • Opened new accounts for new and existing customers and assisted customers in completing all application forms
  • Expanded client base by promoting new financial products
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Achieved consistent recognition as a top sales performer

Financial Services Associate

Am Trust Bank
08.2017 - 12.2018


  • Created strategies to develop and expand sales of services to existing customer
  • Opened new accounts for new and existing customers and assisted customers in completing all application forms
  • Proposed investment products to customers


Teller

Wells Fargo Bank
08.2016 - 08.2017
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Coordinated daily cash reconciliation at high-volume location
  • Handled various accounting transactions


Education

Bachelor of Arts in Economics - Economics

University "Martha Abreu " of las Villas
Santa Clara Cuba
2015

Skills

  • Positive working relationships
  • Investment and Wealth Planning
  • Client relationship management
  • Business relationship building
  • Wealth management offerings
  • Relationship building and networking

Certification

SERIE 7

SERIE 66

2-15 LIFE , HEALTH AND VARIABLE ANNUITIES

CFA CANDIDATE

Timeline

AVP Wealth Relationship Manager

Citibank, NA
01.2022 - Current

Registered Client Service Associate

Citibank
01.2021 - 02.2022

Personal Banker

Citibank
11.2018 - 01.2021

Financial Services Associate

Am Trust Bank
08.2017 - 12.2018

Teller

Wells Fargo Bank
08.2016 - 08.2017

Bachelor of Arts in Economics - Economics

University "Martha Abreu " of las Villas

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