Work Preference
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic
Open To Work

Natalia Gillebaard

Houston,TX

Work Preference

Job Search Status

Open to work

Desired Job Title

International Private BankerInvetsment Broker AssistantMarketing Associate DirectorSenior Marketing Manager

Work Type

Part TimeFull Time

Location Preference

Hybrid
Location: Bellaire, TX, TXHouston, TX
Open to relocation: Yes

Overview

1
1
Language
1
1
Certification
14
14
years of professional experience

Work History

International Private Banker

BBVA Compass Bank
Houston, Texas
11.2005 - 04.2019
  • Cultivated strong relationships with high-net-worth clients to assess financial needs.
  • Developed comprehensive financial plans aligned with client goals.
  • Prepared recurring travels abroad for client new acquisitions and portfolio management
  • Planned and delivered presentations abroad to prospects and current clients
  • Customized banking products and services to meet specific client requirements.
  • Identified opportunities to enhance customer satisfaction through exceptional service.
  • Negotiated loan agreement terms to maximize profitability for bank.
  • Maintained detailed records of customer interactions to ensure compliance.
  • Conducted research on potential clients to identify target markets.
  • Collaborated with internal departments on projects related to client services.

Invetsment Broker Assistant

BBVA
Houston, Texas
02.2005 - 03.2007
  • - Streamlined administrative processes to boost operational efficiency and reduce processing time.
  • - Managed documentation, ensuring compliance with regulatory and company standards.
  • - Coordinated meetings to improve communication between clients and brokers.
  • - Maintained up-to-date records in client management system for accurate data tracking.
  • - Assisted brokers with client inquiries and transaction processing, enhancing service delivery.
  • - Applied strict standards to produce contracts that ensure transparency and protect clients.
  • - Participated in professional development to stay informed on market conditions and regulations.

Education

BBA - Business And Marketting

University of St. Thomas
Houston, TX
03-2008

Skills

  • Client relationship management
  • Financial analysis
  • Wealth management
  • Risk assessment
  • Investment strategy development
  • Regulatory compliance
  • Retirement planning
  • Customer due diligence

Languages

Spanish
Professional

Certification

  • Life Insurance Certified

Timeline

International Private Banker

BBVA Compass Bank
11.2005 - 04.2019

Invetsment Broker Assistant

BBVA
02.2005 - 03.2007

BBA - Business And Marketting

University of St. Thomas

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Natalia Gillebaard