Lina Graciano
Yonkers,NY
Summary
Seasoned International Wealth Management Professional with over 14 years of Expertise in banking and investments. Skilled in client servicing and business development for affluent and high-net-worth international clients. Experienced in delivering tailored financial solutions and investment execution as part of a senior financial advisor team.
Overview
13
13
years of professional experience
Work History
Wealth Management Client Service Associate - RDA
Merrill Lynch
02.2023 - 12.2024
- Assistant to the Resident Director. Supported the leadership team in the compliance side and generating monthly/weekly Sales/Production reports.
- Worked as part of an ultra high net worth financial advisor team to drive client acquisition, deliver customized financial solutions, and ensure excellent service with a focus on compliance and risk management.
- Responsible for delivering a smooth client onboarding experience by managing account opening processes, collaborating with internal teams, and driving process improvements to enhance efficiency and client satisfaction.
- Maintained a high level of accuracy in processing financial transactions, reducing errors and ensuring timely completion.
Registered Client Service Associate, Citigold International
Citigroup Global Markets
01.2016 - 02.2023
- Assist Financial Advisors in leading and driving strategy for portfolios of high net worth clients
- Execute investment related activities such as taking clients orders for trades, investment account maintenance; remain current with financial markets conditions onshore and offshore
- Servicing and strengthening client's relationships by offering and marketing Citi banking and investment products, while building long lasting connections through active listening, providing insight and being valuable resource
- Manage all control aspects for customers including AML and KYC process, to ensure safety and security of customers and bank assets
Relationship Banker/ Small Business Specialist
JPMorgan Chase, N.A.
08.2011 - 10.2015
- Provide outstanding customer experience and create th foundation to acquire, retain, deepen and manage relationships with high volume clients by leveraging in person and over the phone contact
- Constantly meeting and frequently exceeding individual sales goals
- Maximize the depth and profitability of the customer's relationship by utilizing partner's specialists in Lending, Investments, Business and other product areas to ensure an outstanding customer experience
- Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Education
BBA - Accounting
Monroe College
New York05-2015
High School Diploma -
George Washington HS
New York06-2007
Skills
- Bilingual, English and Spanish
- Microsoft Office proficient
- Bloomberg System Proficient
- Performance metrics analysis
- Data entry proficiency
- Client relationships
Highlights - Licenses
- FINRA Series 7 License
- FINRA Series 6 License
- NASAA Series 63 License
Timeline
Wealth Management Client Service Associate - RDA
Merrill Lynch
02.2023 - 12.2024
Registered Client Service Associate, Citigold International
Citigroup Global Markets
01.2016 - 02.2023
Relationship Banker/ Small Business Specialist
JPMorgan Chase, N.A.
08.2011 - 10.2015
BBA - Accounting
Monroe College
High School Diploma -
George Washington HS
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