Christopher Roca Email & Phone Number

Frankfurt Am Main, Hessen, De

Relationship Manager

New York, New York, Us

Relationship Officer/Vice President – Mexico Offshore/Ultra High Net Worth-Provide financial services across the Latin American market region to High Net-Worth International clients-Identify potential sales and cross-selling opportunities by analyzing client accounts-Deepen client relationships through comprehensive needs based investment objective analysis-Collaborate with Product Specialists to develop investment strategies consistent with client individual financial goals and needs -Provide securities information, quotes and valuations to clients, and execute all unsolicited trade requests -Partner with Private Banker in executing sales strategies and post-sales maintenance-Develop a deep understanding of clients and deliver relevant, creative and tailored solutions/strategies -Organize and collect information for KYC, IOS, client presentations, fund & portfolio performance-Research market data (quantitative & qualitative), create and present custom client reporting, handle client inquires and problem resolution -Manage the execution process for credit instruments, foreign currency transactions, mutual funds, derivatives and alternative investments -Maintain bank-client integrity by ensuring compliance of all legal and regulatory requirements

New York, New York, Us

Service Officer/Senior Associate – Venezuela/Mexico Offshore/Ultra High Net Worth -Provided client service across the Latin American market region to High Net-Worth International clients -Analyzed client accounts as well as coordinated traffic flows to promote client solutions and overall client satisfaction -Accountable for new client enrollment, transaction execution, account maintenance, client inquiries and problem resolution -Executed the processing of discretionary, non-discretionary, fiduciary and investment finance products within Citigroup -Assisted in minimizing daily margin calls by monitoring pledged accounts