Victoria Letunich
Miami
Summary
Dedicated professional with over 20 years of experience in the financial services industry. Strong capacity in client relationship building and client engagement. A solid history of ethical and professional behavior and a proven ability to exceed client expectations.
Overview
19
19
years of professional experience
Work History
Investment Associate
Provenance Wealth Advisors
Miami, FL
03.2021 - Current
- Managed client portfolios, ensuring alignment with investment strategies and risk profiles.
- Developed and prepared detailed financial models to support investment recommendations and analyses.
- Collaborated with senior advisors to enhance client engagement and retention initiatives.
- Mentored junior associates on best practices in portfolio management and analysis.
- Streamlined reporting processes, improving accuracy and efficiency of client communications.
- Facilitated client meetings, presenting tailored investment solutions and addressing inquiries effectively.
- Developed strong client relationships, resulting in an expanded client base and increased assets under management.
Senior Relationship Officer - AVP
Santander Private Banking International
Miami, FL
10.2020 - 03.2021
- Led client onboarding processes, ensuring compliance with regulatory standards and internal policies.
- Developed tailored financial solutions, enhancing client satisfaction and retention rates.
- Managed portfolio analysis, providing strategic insights for investment decisions.
- Streamlined communication between clients and financial advisors, improving service efficiency.
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
Senior Banker
Truist Bank
Key Biscayne, FL
06.2017 - 03.2020
- Led client relationship management initiatives to enhance customer satisfaction and retention.
- Developed strategic financial solutions tailored to client needs and goals.
- Collaborated with cross-functional teams to implement new banking technologies and services.
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching financial products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
Client Portfolio Manager
Deutsche Bank
Miami, FL
06.2011 - 06.2016
- Managed diverse investment portfolios, aligning strategies with client objectives and market trends.
- Conducted rigorous financial analysis to identify opportunities for portfolio optimization and risk mitigation.
- Led cross-functional teams in executing strategic investment initiatives, enhancing overall portfolio performance.
- Developed comprehensive reports on market conditions and investment performance for stakeholder presentations.
- Facilitated portfolio performance review and implemented new strategies.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Provided strategy advice to high net worth clients.
- Achieved superior client satisfaction, addressing concerns and providing tailored investment advice.
Client Relationship Manager
Standard Chartered Bank
Miami, FL
09.2007 - 06.2011
- Developed and maintained strong client relationships through regular communication and personalized service.
- Analyzed client feedback to identify areas for service improvement and enhance customer satisfaction.
- Collaborated with cross-functional teams to implement solutions addressing client needs effectively.
- Led initiatives to streamline processes, resulting in improved efficiency and reduced turnaround times for client requests.
- Conducted regular performance reviews of client accounts, providing strategic insights to senior management for decision-making.
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
- Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
- Coordinated closely with sales teams to support the pursuit of new business opportunities within existing accounts.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
- Served as primary point-of-contact for questions or concerns from clients during ongoing projects.
- Assisted customers with opening accounts and signing up for new services.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Education
MBA - Finance
Barry University
Miami, FL12.2001
Master of Science - Psychology
Miami Institute of Psychology
Miami, FL12.1996
Skills
- Excels at Relationship Building
- Excellent Verbal and Written Communication
- Impeccable Customer Service
- Self-motivated Nature
- Meticulous Attention to Detail
- Wealth Management Experience
- Self-directed Mindset
- Revenue Generation Skills
- Best Practices Knowledge
- Investor Relations Experience
- Skilled at Problem-solving
- Very Able at Time Management
- Highly Organized and Reliable
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Investment Associate
Provenance Wealth Advisors
03.2021 - Current
Senior Relationship Officer - AVP
Santander Private Banking International
10.2020 - 03.2021
Senior Banker
Truist Bank
06.2017 - 03.2020
Client Portfolio Manager
Deutsche Bank
06.2011 - 06.2016
Client Relationship Manager
Standard Chartered Bank
09.2007 - 06.2011
MBA - Finance
Barry University
Master of Science - Psychology
Miami Institute of Psychology