Samantha Angueira

• Cultivated and maintained relationships with a portfolio of 400+ high-net-worth clients, providing strategic investment guidance and financial solutions.
• Spearheaded efficiency improvements in client acquisition and service processes, utilizing Salesforce to enhance operational performance.
• Designed and delivered tailored quarterly business reviews, showcasing growth opportunities and financial strategies.
• Consistently exceeded client retention targets by proactively addressing concerns and providing timely recommendations.

Key Achievement: Increased portfolio performance metrics by implementing data-driven reallocation strategies, contributing to overall client satisfaction.

• Partnered with Advisors to identify cross-selling and upselling opportunities within existing accounts, boosting revenue potential.
• Streamlined administrative operations, including account onboarding, compliance tracking, and documentation management, ensuring operational excellence.
• Fostered strong client relationships by providing personalized service and promptly resolving portfolio inquiries to ensure satisfaction and trust.

Key Achievement: Enhanced revenue growth by identifying new business opportunities and assisting in portfolio optimization efforts.

• Supported Advisors managing a $12B client portfolio, conducting market research to identify growth opportunities and presenting findings during strategic reviews.
• Prepared detailed performance reports and ensured compliance with Enhanced Due Diligence standards for Central and South American clients.

Key Achievement: Played a pivotal role in improving client acquisition strategies, resulting in a 15% increase in new account openings.