• Performed more than 40 investment proposals for HNWI and UHNWI (EUR 300M, 150M, 100M). I was responsible for the equity selection through qualitative and quantitative analysis (companies’ financial reports and ratios).• Developed a VBA macro that automatizes the investment proposal process to provide standardized reports, and macros to analyze clients’ portfolio allocation to propose a relevant portfolio aligned with the bank’s strategy. • Participated in the advisory equity selections committee. • Performed weekly presentations on specific themes, funds, and companies to investment advisors during meetings.

• Performed clients’ companies financial statements analysis for their credit application.• Provided services to clients (transfers, credit releases, Dailly-acts, fixing account issues).