G Mendiondo Email & Phone Number

Luxembourg

Luxembourg, Luxembourg

. Active participation in the development of a new brokerage department ("Assurance Vie" and "Contrat de Capitalisation") in Luxembourg by focusing on the expansion of back/middle office processes in order to simplify our day to day activities.. Provide assistance to 5 Regional Directors based in France and 3 Investment Counsellors based in Luxembourg by generating portfolio mappings, cash flow analysis, funds research and handling clients' requests about current operations.. Work on a project to find a new partnership with an insurance firm to match our clients’ needs.. Sit interviews to recruit potential new candidates for back/middle office.. Mentor new joiners (Associates & Analysts) by creating a tailored training process specific to our activity.

London, United Kingdom

. Help the Director during client’s meetings by providing support on cash flow analysis, portfolio analysis and paraplanning enquiries.. Provide support to the senior paraplanner to structure client’s financial strategy.

London, United Kingdom

. Proactively working along 3 Directors (250 clients) based in East Anglia, Yorkshire and Lancashire. . Responsible to assist the Client Directors in the preparation of formal reviews and ad-hoc client meetings.. Assist with the drafting of advice suitability letters (ISA, Cash ISA, Bed&ISA and Withdrawals) for Directors to review and progress.

London, United Kingdom

. Provide high quality support to a Regional Director (100 clients) and a Senior Consultant (85 clients) in the production and issuing of client advice, including liaison with product providers and undertaking product research for both.. Prepare and issue client reviews including product specific information e.g. switch letters, fees, funds available and charges.. Undertake research using Exchange, FE Analytics, IRESS.

London, United Kingdom

. Member of the investment committee held on a monthly basis (creating clear agenda before each meetings covering several topics such as investment performance assessment, macroeconomic assessment, monitoring asset allocation, compliance/due diligence updates). Support given to a Partner (130 clients) with sales activities, through assistance with lead management, custom client's report, events and presentation. Shadowing client's meeting when necessary.. Simulate current portfolios’ clients against our model strategy.

London Area, United Kingdom

London Area, United Kingdom

. Researching, analysing and evaluating funds to create different risk model portfolio for clients. Producing quarterly fund research for the firm to keep our portfolios up to date . Shadowing advisers during their meeting with high net worth clients (when appropriate). Responsible for constructing annual performance reviews for private investors. Monitoring portfolios performance on a regular basis. Processing all types of applications in the financial sector such as NISA, OEIC’s, Bonds, SIPP’s and Pensions.. Liaising with both clients and senior financial planners. Communicating daily with investment product providers. Ensuring client database is up to date . Mentoring new graduate intakes

London, United Kingdom

London, United Kingdom

Ralph Lauren International Menswear Department- Reaching individual sales target every month. After the second month, I managed to finish best sales associate by exceeding £65K. Average monthly target £45-£55k- Being in the top 3 of the sales associate team (12 in total)- Contributing to reach the team annual sales target- Dealing with customers enquiries- Building strong commercial relationships with HNW international customers- Providing thorough after sales service to clients- Monitoring stock in my area- Keeping track of regular customers

Master, International Business

Bachelor, Spanish Studies

Activities and Societies: Private tutor giving French language classes for beginners

Bachelor, Spanish Studies