MS-Office (Word, Excel, PowerPoint, Access)
Jose Antonio Lopez-Martin
Financial Advisor
Cork City, Ireland ,M
Summary
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude, willingness to take on added responsibilities to meet team goals, open to new challenges, professional with history of meeting company goals utilizing consistent and organized practices, enthusiastic and eager to contribute to team success through hard work, attention to detail and excellent organizational skills, motivated to learn, grow and excel in the sector.
Overview
15
15
years of professional experience
7
7
years of post-secondary education
2
2
Languages
Work History
Financial Advisor Branch ING Bank
ING BANK · Full-time
Madrid
05.2016 - 09.2022
- Advice and commercial management at bank branch of ING Bank.
- Management and marketing of investment funds, pension plans, time deposits, execution of stock transactions, customer acquisition and personalized advice on insurance and financial products for individuals and SMEs.
- Mortgage management and individual customer monitoring. Management of financial assets, study and analysis of potential market, prospecting for new clients.
- Preparation of personalized financial planning, data processing and closing agreements. Monitoring and improvement client portfolio.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Participated in team-building activities to enhance working relationships.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Investor Relations Specialist
BBVA
Madrid
04.2007 - 12.2015
- Depending on Finance and Investor Relation area activity has focused on management of non- institutional shareholders.
- Organization and management of AGM, management, monitoring and control of votes or delegations obtained, attendance at Board of shareholders.
- Quarter results: Power Point presentation for CEO and make questions & answers results. Preparation of annual accounts and the Annual Corporate Governance Report (Annual Report).
- Content management, programming Investor Relations website section of retail shareholders, participation in implementation of Financial Statements and Corporate Governance Report.
Study, monitoring and analysis of BBVA´s share price, study, control and development of Group's shareholder base. - Development of presentations in coordination with other areas of Bank on BBVA Group's activity, for use in various events organized by this area.
- Planning Group's financial calendar, organization and implementation of activities and events in coordination with sales network to shareholders and high-value customers in formats Road Show, breakfasts and lunches with shareholders or entrepreneurs, meeting face to face.
- Project management and organization of Shareholder Office Itinerant, which is designed as a mobile unit that travels throughout Spain, open to all shareholders and bank customers, in order to maintain direct communication with them to inform about bank and share, offer special products to shareholders, resolving questions by shareholders, among other management functions.
Financial Advisor
Caja Madrid
Madrid
11.2006 - 04.2007
- Customer acquisition and personalized advice on insurance and financial products for individuals, small businesses and companies, claims management and monitoring of insured individual.
- Financial wealth management, study and analysis of potential market prospect for new customers. Development of personalized financial planning, data processing and closing agreements, managed over 50 customer calls per day.
- Monitoring and improving customer portfolio. Marketing of savings and investment, balance inquiries, transfer between accounts, information, contracting and execution of orders for subscription or contribution of financial products mutual funds as pension plans, payment, management of credit card applications, collections, management of recoveries extracts query box, movements, balances and other functions.
Education
Ph.D. - Public Relations, Advertising, And Applied Communication
Universidad Complutense De Madrid
Madrid, Spain 09.2021 - Current
M.D. - Sales, Merchandising, And Marketing
Universidad Internacional De La Rioja
Logroño, Spain 05.2020 - 04.2021
MBA - Business Administration
Real Centro Universitario Escorial Maria Cristina
Madrid, Spain 10.2011 - 07.2013
BBA - Business Administration And Management
Universidad Europea De Madrid
Madrid, Spain 09.2008 - 06.2012
Skills
Banking products knowledge
Financial planning
Consumer banking specialist
Experience using financial software
Strategic and financial planning
Sales skills
Marketing knowledge
Written and verbal communication
Commercial sales practice
Financial analysis
Forecasting
Public speaking
Coaching and mentoring
Sales processes
Additional Information
•MIFID II Financial Advisor Certificate, CECA Bank/CNNV, 2019 • Real Estate Credit Law Certification, CECA Bank/CNNV, 2019
Spanish: Native or bilingual proficiency
English: Full professional proficiency
Driver's license, full geographic availability and possibility of change of residence
Software
Timeline
Ph.D. - Public Relations, Advertising, And Applied Communication
Universidad Complutense De Madrid
09.2021 - Current
M.D. - Sales, Merchandising, And Marketing
Universidad Internacional De La Rioja
05.2020 - 04.2021
Financial Advisor Branch ING Bank
ING BANK · Full-time
05.2016 - 09.2022
MBA - Business Administration
Real Centro Universitario Escorial Maria Cristina
10.2011 - 07.2013
BBA - Business Administration And Management
Universidad Europea De Madrid
09.2008 - 06.2012
Investor Relations Specialist
BBVA
04.2007 - 12.2015
Financial Advisor
Caja Madrid
11.2006 - 04.2007