Daniel De Vries Robbe Email & Phone Number

🤝 Client Relationship Management: Supported portfolio growth of 150+ clients; advised on FX, payments, and compliance.🔁 Change Management: Led projects to improve sales and business operations. Projects included redesigning company website, updating value proposition, optimising CRM (Salesforce) and building a FX cost calculator tool.💱 FX: Executed FX trades, managed collateral for forward contracts, and ensured timely settlements, in a highly regulated environment.💳 Payments: Processed client payments (SWIFT, SEPA, FSP, ACH, Fedwire).📊 Analysis: Conducted account reviews; used FX and payment data to advise sales team on upselling/cross-selling opportunities.🔎 Compliance: Coordinated KYC reviews and managing compliance queries from transaction monitoring queries.🟢 Cross-functional Collaboration: Coordinated actions between compliance, sales, and back-office teams to improve efficiency and resolve issues, aligning with business goals and maintaining operational control.🤖 Prompt engineering - Undertook four day prompt engineering course to harness AI for Business Development projects.

London, England, United Kingdom

London, England, United Kingdom

• Project management: Helped deliver client projects across two large accounts ensuring all deliverables met client specifications and deadlines.• Budget management: Filed expenses, updated companies Xero system and checked companies budget proposals pitched to clients.• Client management: Drafted clear, concise client emails, took notes during client meetings, and observed how senior stakeholders discussed and worked together to achieve complex B2B goals.

• Customer Engagement: Simplified complex medical content for customers, improving product understanding; exceeded face-to-face sales targets by 30%.• Client Support: Handled customer queries and escalations through the company inbox.

• Communication & Collaboration: Led classroom teaching during COVID-19 lockdowns and coordinated with internal departments to support students with special needs.