Summary
Overview
Work History
Education
Certification
Languages
Timeline
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Rachel Zilberknop

Miami,FL

Summary

Private Banker with over 10 years of experience. Eager to contribute to team success through excellent communication skills and investment knowledge. Motivated to grow and excel in financial services.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Vice President - Relationship Manager

Bradesco Bank
05.2022 - Current
  • Responsible for managing a portfolio of $70M in AUM .
  • Developed and cultivated relationships with clients through high level of customer service.
  • Analyzed existing portfolios to identify trade opportunities.
  • Collaborated with investment advisors to create investment proposals that were aligned with client's investment objectives.
  • Maintained client's updated on relevant US and international economic and political news, corporate actions and any potential investment opportunity.
  • Managed a team responsible for client onboarding and daily operational tasks.


Assistant Vice President - Relationship Officer

Bradesco Bank
06.2021 - 05.2022
  • Built and maintained relationships with clients to provide highest level of customer service.
  • Communicated regularly with clients to better understand their needs and investment profile.
  • Teamed with Relationship Manager to analyze client's portfolios and identify new business opportunities.
  • Executed trades, asset transfers, loans, corporate actions and collateral analysis.
  • Collaborated with the Onboarding, Products, Operations, Credit and Compliance teams to ensure cohesiveness in client experience.

Assistant Vice President

Safra National Bank of New York
01.2018 - 06.2020
  • Part of a team with over $4B in AUM that built and managed relationships with high net worth clients in Brazil and Latin America.
  • Executed trades, opened accounts and performed all daily operational tasks for clients.
  • Oversaw internal communication with Compliance, Credit, Trade Support and Middle Office departments.

Private Banking Associate

Safra National Bank of New York
05.2014 - 01.2018
  • Responsible for collecting client information and opening accounts for domestic and international high net worth individuals, corporations and trusts.
  • Managed all daily operational activities for clients, such as transfers, loans requests, credit cards, collateral reports, corporate actions and account reconciliations.
  • Reviewed and monitored accounts to ensure we met Compliance/AML standards

Trading Desk Analyst

Safra National Bank of New York
09.2013 - 05.2014
  • Performed market and company specific analysis on Bloomberg to help create presentations.
  • Recorded all of the desk's trades and sales in P&L sheet.
  • Created weekly lists of stock volatility and extracted analyst recommendations from Bloomberg.

Personal Management Junior Analyst

Ernst & Young Terco
06.2012 - 08.2012
  • Organized the Advisory department's employee utilization and project costs across Latin America.
  • Developed spreadsheets to consolidate the expenses and hours specific to all ongoing projects.

Education

Entrepreneurship in Emerging Economies -

HarvardX By Harvard University
Boston, MA
2020

Bachelor of Science - Business Administration; Finance

Boston University
Boston, MA
2013

Certification

  • FINRA Series 7
  • FINRA Series 66 (Candidate)

Languages

Portuguese (Native), English (Advanced), Spanish (Intermediate) and French (Beginner)  

Timeline

Vice President - Relationship Manager

Bradesco Bank
05.2022 - Current

Assistant Vice President - Relationship Officer

Bradesco Bank
06.2021 - 05.2022

Assistant Vice President

Safra National Bank of New York
01.2018 - 06.2020

Private Banking Associate

Safra National Bank of New York
05.2014 - 01.2018

Trading Desk Analyst

Safra National Bank of New York
09.2013 - 05.2014

Personal Management Junior Analyst

Ernst & Young Terco
06.2012 - 08.2012

Entrepreneurship in Emerging Economies -

HarvardX By Harvard University

Bachelor of Science - Business Administration; Finance

Boston University

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Rachel Zilberknop