Juliana Pacheco
Financial Advisor
Dublin
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Self-motivated professional offering excellent skills in customers relations and upselling products and services. Excellent issue resolution and customer service skills. Energetic and outgoing professional with dedication to positive customers relations.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
Work History
Restaurant Waitress
STACKSTOWN GOLF CLUB
DUBLIN , DUBLIN
2023.10 - Current
- Greeted guests pleasantly and professionally, promoting positive customer experiences from arrival to departure.
- Managed restaurant closing duties, from cleaning dining areas to cashing up tills.
- Provided attentive, professional front-of-house service by checking reservations and showing guests to correct tables.
- Served high volumes of guests in fast-paced service environments with exceptional customer care.
- Calculated charges, issued bills and collected payments, processing accurately to avoid till discrepancies.
- Supported restaurant set-up, cleaning and preparations, readying appropriately for first customer arrivals.
Coffee Barista
BAKED
Dublin , DUBLIN
2023.07 - 2023.10
- Made and served high-volume beverages with speed, quality and consistency, thriving in fast-paced cafe environments.
- Produced high-volume coffee orders quickly and accurately, meeting customer demand.
- Built and nurtured customer loyalty by remembering personal preferences.
- Prepared and served hot and cold beverages promptly, maintaining temperature, quality and presentation.
- Constantly expanded personal knowledge of coffee styles and varieties, providing knowledgeable customer guidance.
- Boosted customer loyalty through attentive and efficient service.
Restaurant Waitress
PABLO PICANTE
Dublin , DUBLIN
2022.11 - 2023.05
- Kept guest tables neat and tidy by regularly clearing away dirty dishes and used glasses and wiping down surfaces.
- Checked menus to verify current selection availability, updating accordingly to avoid customer disappointment.
- Shared product knowledge to make targeted recommendations, upsell products and boost transaction value.
- Discussed menu items and dietary concerns, noted special requests and suggested additional items to meet upsell goals.
- Greeted guests pleasantly and professionally, promoting positive customer experiences from arrival to departure.
- Provided friendly, courteous service, maximizing positive customer satisfaction ratings.
Brand Sales Representative
DoTerra International Ltda
SÃO PAULO , São Paulo
2021.01 - 2022.10
- Provided customer service using extensive knowledge of DoTerra.
- Communicated product value, quality and style to educate and entice potential customers.
- Wrote media alerts and developed social media campaigns to promote DoTerra oils.
- Harnessed customer-centric digital profiles to boost lead conversion and client experience.
- Implemented strategies to engage and attract customers, increasing brand engagement and sales.
- Analysed data from different sources to identify cross-selling and upselling opportunities.
Personal Financial Advisor
BTG Pactual Bank
SÃO PAULO , São Paulo
2020.01 - 2020.12
- Provided personalized financial advice and investment strategies to clients based on their financial goals and risk tolerance.
- Conducted through financial assessments, analyzed clients' financial situations, and identified areas for improvement.
- Profiled and analysed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments.
- Assisted clients in managing their investment portfolios, recommending suitable financial products and asset allocations.
- Educated clients on financial products, investment options, and market trends to help them make informed decisions.
- Reviewed client accounts and plans regularly to determine necessary changes to optimise portfolios.
Welcome Advisor
Itaú Banking
SÃO PAULO , São Paulo
2015.01 - 2019.12
- Acted as the main point of contact for clients, addressing inquiries, resolving issues, and proactively identifying opportunities for growth.
- Correctly identified client needs, providing tailored, personalized guidance to ensure outstanding customer experiences.
- Exceeded targets by upselling and cross-selling products.
- Offered detailed advice on product and service benefits.
- Managed high-volume customer enquiries across various channels, delivering helpful, timely and professional service.
- Handled requests with friendly, knowledgeable service and support, continually achieving positive customer feedback.
- Established positive relationships with clients by going extra mile to build rapport.
Education
BACHELOR OF ECONOMICS - Economics
University Pontificia Universidade de São Paulo
São Paulo/Brazil 2009.07 - 2015.12
CERTIFIED FINANCIAL PLANNER (CFP)
ADVANCED (C1) - ENGLISH
INTERNATIONAL SCHOOL OF ENGLISH
DUBLIN 2023.08 -
Skills
- Interpersonal skills
- Empathy
- Adaptability
- Work ethic
- Creativity
- Communication
- Sales expertise
- Relationship building and management
- Dynamic & patience
Languages
English
Advanced
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Restaurant Waitress
STACKSTOWN GOLF CLUB
2023.10 - Current
ADVANCED (C1) - ENGLISH
INTERNATIONAL SCHOOL OF ENGLISH
2023.08 -
Coffee Barista
BAKED
2023.07 - 2023.10
Restaurant Waitress
PABLO PICANTE
2022.11 - 2023.05
Brand Sales Representative
DoTerra International Ltda
2021.01 - 2022.10
Personal Financial Advisor
BTG Pactual Bank
2020.01 - 2020.12
Welcome Advisor
Itaú Banking
2015.01 - 2019.12
BACHELOR OF ECONOMICS - Economics
University Pontificia Universidade de São Paulo
2009.07 - 2015.12
CERTIFIED FINANCIAL PLANNER (CFP)
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