Yander Barrios
Miami,FL
Summary
Finance and wealth management professional with experience supporting ultra-high-net-worth clients and advisory teams managing over $3 billion in assets under management across global financial institutions including Merrill Lynch and Morgan Stanley. Experienced in portfolio analysis, investment operations, client relationship management, regulatory compliance, and financial planning support. Strong ability to coordinate cross-functional initiatives, deliver high-level client service, and support advisors in fast-paced financial environments. Strong foundation in financial markets, wealth management operations, and strategic financial support. Bilingual in English and Spanish.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Management Senior Client Associate
Merrill
Miami, FL
05.2019 - Current
- Support advisory teams managing over $1 Billion in assets under management for domestic and international high-net-worth clients.
- Coordinate portfolio analysis, investment proposal preparation, account onboarding, and client servicing activities to support financial advisors and enhance operational efficiency.
- Conduct annual client portfolio reviews and assist in evaluating investment strategies, financial objectives, and account performance.
- Prepare client-facing investment presentations, financial materials, and performance reports used during prospect and client meetings.
- Collaborate with internal departments and financial professionals across the firm to resolve complex client requests and ensure timely execution of operational processes.
- Deliver portfolio research, product-specific information, and market-related insights to support advisors and improve client decision-making.
- Participate in firm-wide initiatives and regulatory projects focused on operational improvements, compliance standards, and client experience enhancement.
- Maintain high standards of accuracy, organization, and client confidentiality while managing multiple priorities in a fast-paced financial environment.
Education
Bachelor of Science - International Business & Marketing
Florida International University
Miami, FL12-2019
Skills
- Wealth Management Operations
- Portfolio Analysis
- Investment Research
- Financial Markets
- Client Relationship Management
- Financial Planning Support
- Regulatory Compliance
- Investment Proposals
- High-Net-Worth Client Service
- Business Development Support
- Cross-Functional Collaboration
- Financial Reporting & Analysis
- CRM & Banking Systems
- Strategic Communication
- Bilingual: English & Spanish
- Policy compliance
Certification
- CRPC- Certified Financial Planner
- Series 7
- Series 66
- SIE- Securities industry Essentials
Timeline
Wealth Management Senior Client Associate
Merrill
05.2019 - Current
Bachelor of Science - International Business & Marketing
Florida International University