Rafaela Cardoso
Orlando,FL
Summary
Experienced with managing high-net-worth client relationships and implementing customized wealth management strategies. Utilizes deep knowledge of financial planning and investment advisory to drive client satisfaction and loyalty. Track record of delivering consistent results through effective communication, analytical skills, and client-focused approach.
Overview
13
13
years of professional experience
Work History
Global Wealth Relationship Manager
Citi Bank
04.2023 - Current
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Streamlined communication channels by implementing efficient CRM and KYC systems for improved client interactions.
- Continually sought opportunities for professional growth and development, staying abreast of industry advancements to maintain expert-level knowledge in the field of wealth management.
- Implemented robust processes to monitor account activity, quickly identifying discrepancies and addressing potential issues proactively.
- Partner with internal units to ensure adequate due diligence process for customer accounts and documentation reviews
- Optimized portfolio performance through continuous analysis of market conditions, adjusting strategies accordingly to ensure alignment with client objectives.
- Routinely translate documents such as audit reports, legal documents, and financial statements from Portuguese and Spanish to English
Governor’s Aide - Outreach
State of New Jersey, Governor’s Office
06.2021 - 04.2023
- Cultivate connectivity within the Brazilian, Portuguese and Hispanic Community.
- Establish strong local network with government affairs professionals, engaging and building productive relationships with activists, constituents, and stakeholders.
- Plan and execute partner events to create a sense of belonging amongst partners and state agencies.
- Develop key processes and communications that facilitate program development, outreach, and execution.
- Staffing duties for Governor, First Lady, and Deputy Chief of Staff.
- Train, coach and manage interns.
- Coordinate event, webinar and forum logistics.
- Maintain up-to-date contact records on Salesforce.
Financial Analyst
Merrill Lynch
10.2019 - 06.2021
- Handle high volume of electronic transactions utilizing processing systems.
- Analyzed account statements, conducted calculations, and resolve data discrepancies.
- Assisted with team projects and maintained quality insurance.
Mortgage Escrow Analyst/New Loan Biller Specialist
Cenlar FSB
02.2012 - 09.2019
- Maintaining, managing, and tracking all pending and outstanding new loan documents.
- Prepared Invoices and mortgage bill, monitor incoming payments and outstanding financial debt.
- Coordinated multiple time-sensitive deliveries for each project.
- Worked as a liaison between clients and several internal departments.
- Audited customers’ accounts and billing summaries to ensure accurate correspondence.
- Advance knowledge in Blacknight, Cenbase and MetaSource.
Education
Bachelor’s - Finance
Southern New Hampshire University
01.2019
Skills
- Fluent in Portuguese and Spanish
- Portfolio Management
- Revenue Reporting & Analysis
- Process Improvement
- Case Management & Workflow Optimization
- Financial planning
- Analytical & Statement Analysis
- Detail Oriented & Accurate Data Management
- Financial Data Reconciliation
- Customer Account Management
- Salesforce
- Microsoft Outlook, Word, Excel Proficiency
Professional Service - Current
NJ and FL State Notary
Timeline
Global Wealth Relationship Manager
Citi Bank
04.2023 - Current
Governor’s Aide - Outreach
State of New Jersey, Governor’s Office
06.2021 - 04.2023
Financial Analyst
Merrill Lynch
10.2019 - 06.2021
Mortgage Escrow Analyst/New Loan Biller Specialist
Cenlar FSB
02.2012 - 09.2019
Bachelor’s - Finance
Southern New Hampshire University
Similar Profiles
Senthilkumar SSenthilkumar S
Service Delivery Manager at Citi Bank USA, The Citi BankService Delivery Manager at Citi Bank USA, The Citi Bank
null null
Service Delivery Manager at Citi Bank USA, The Citi BankService Delivery Manager at Citi Bank USA, The Citi Bank
Suman PanigrahiSuman Panigrahi
Assistant Vice President at Citi BankAssistant Vice President at Citi Bank
Zakary O'BrienZakary O'Brien
Compliance AML Execution Analyst at Citi BankCompliance AML Execution Analyst at Citi Bank
Kenisha HusbandsKenisha Husbands
Greeter at Launch Entertainment ParkGreeter at Launch Entertainment Park