* Ensure the centralized operations team’s daily checklist is properly completed.* Ensure procedures in place are correctly applied by the team.* Ensure team performance is properly achieved.* Participate in meetings with other managers and directors.*Participate in Revenue/Operations monthly meetings, together with the Operations Manager.*Conduct phone listenings regularly and organize feedback sessions with the team.* Participate in team members’ regular performance reviews.*Manage important flows of data to anticipate solutions to problems.

Financial planning of a portfolio of twenty clients through Portfolio Management and index funds, facilitating the opening of accounts and the necessary contractual information for a correct matching of their risk profiles.

Facilitate my client portfolio's access to precious metals savings plans in their physical format.

Wealth manager of the savings and investment of a portfolio of 45 clients. Providing them with the correct information to make their financial planning decisions and helping them in the contracting of products and their subsequent follow-up.

Financial Portal offering a paid Newsletter with financial information, market analysis and Forex and Swing Trading signals.

Financial and tax advice for a portfolio of Personal Banking clients, as well as the whole process of registration, contracting of savings and investment products. Complete monitoring of the individual profitability of clients and the achievement of objectives through the CRM offered by the Agency Network.

Definition of the equity investment strategy and implementation of company selection models using Reuters Terminal.

Opening of client accounts, management and control of the flow of transfers to securities and SICAV accounts. Preparation of daily reports and recommendations on shares of the Spanish Continuous Market and European Stock Exchange for reflection on the intranet.Comprehensive advice for a portfolio of 120 clients through Banco Mediolanum's CRM. Participation and documentary organization of the private placement operations in Nasdaq OTC carried out in collaboration with International Capital Partner.