Relationship manager Sales Executive, Private Banker
Resume:
Ricardo
Martins
Key
Biscayne,
FL
c:
Green
Card
Holder
acziat@r.postjobfree.com SUMMARY
A
results- driven
and
forward
thinking
financial
services
executive,
with
an
extensive
experience in fixed income, equities, foreign exchange, commodities, investments, banking and trust concepts.
Leverages
extensive
business
acumen
to
perform
as
a
business
partner
and
industry leader in business transactions, client engagement, and trading. A diligent and resourceful leader
and
representative
with
a
strong
focus
and
achieving
results
that
positively
affect
many. EXPERIENCE
HAIDA
INVESTMENTS
LLC.
Miami,
FL
1/2016
-
Present Financial
Advisor
§ Analyzing and evaluating client’s portfolio and suggesting products such as: Structured Notes,
Funds,
Bonds,
and
Equities
that
meet
their
risk
tolerance
and
desired
goals.
§ Opening
broker- dealer
accounts,
working
with
CPA
and
lawyers
to
open
LLC’s
to
clients.
§ Proprietary
positioning
in
FX,
Equities
and
Brazilian
Government
Bonds.
§ Educating
and
strategizing
clients
to
meet
their
future
goals
and
objectives. JPMorgan
Chase
&
Co.
New
York,
NY
3/2013
-
7/2015 Executive
Director
-
Latin
America
Client
Advisor
§ Profiling and formulating investments and risk management strategies for subsidiaries based
in
Latin
America.
§ Executive
liaison
for
Latin
America
and
US,
Europe
and
Asia
foreign
exchange
teams.
§ Conduct research and identify ways of improving product sales and new business initiative
from
and
to
local
businesses.
§ Introduced
clients
to
online
trading
tools
used
to
execute,
confirm,
and
release
payments in
real- time
environment.
§ Collaborated with treasury teams, operations, and customers service specialists to develop
strong
partnerships.
§ Educated
internal
partners
and
clients/prospects JPMorgan
Sao
Paulo,
Brazil
3/2010
-
2/2013 Vice
President
–
Head
of
FX
and
Fixed
Income
Flow
Desk
Sales.
§ Was
tasked
to
build
the
Flow
Desk
as
new
business
initiative.
§ Managed
team
of
five
foreign
exchange/fixed
income
professionals.
§ Grew
revenues
from
$
500.000
in
2009
to
$
30.000.000
in
2013.
§ Brought
top
50
large
corporate
relationships
to
firm.
§ Built
strong
relationship
with
bankers
focused
in
bringing
more
than
300
new
clients.
§ Steered
franchise
to
be
top
3
in
foreign
exchange
market
(source:
Brazilian
Central
Bank FX
ranking).
§ Provided oversight for Treasury team at Global Custody insource project business, working
with
London,
New
York
and
Sao
Paulo
committee.
§ Mentoring,
coaching
and
assisting
in
the
development
of
junior
members. HSBC
Banco
Multiplo
S/A
Sao
Paulo,
Brazil
7/2007
-
2/2010 Vice
President
-
Corporate
and
Institutional
FX
Sales
§ Executed and
marketed Real Money, Corporate and Hedge Funds foreign exchange transactions.
§ Brought
large
Real
Money
accounts
to
trade
3rd
party.
§ Built
business
as
consistent
producer
of
large
increase
in
YOY
revenue.
§ Initiated
electronic
platform
offerings
to
growth
business
opportunities ITAU
Securities
–
FX
and
Fixed
Income
Broker
Sao
Paulo,
Brazil
8/2006
-
7/2007 BANKBOSTON
(Bank
of
America)
–
FX
&
Derivatives
Sales
Sao
Paulo,
Brazil
2/2001
-
7/2006 SPINELLI
CTVM
–
Fixed
Income
and
Stock
Broker
Sao
Paulo,
Brazil
8/2000
-
2/2001 CREDIBANCO
S/A
(Bank
of
NY)
–
Proprietary
Trader
Sao
Paulo,
Brazil
4/1999
-
5/2000 BICBANCO
–
Proprietary
trader
Sao
Paulo,
Brazil
7/1992
-
3/1999 EDUCATION
COURSES
LANGUAGES
CITIZENSHIP Yale
University
-
Financial
Markets
2016 JPMorgan
-
Anti
Money
Laundering
–
Continuing
Education
2015 University
Sao
Judas
Tadeu
-
Bachelor
of
Science
in
Economics
Brazil
2003 Languages
-
Portuguese
(native),
English
(fluent),
Spanish
(advanced) Citizenship
-
Brazilian
Citizen
and
United
States
Green
Card
Holder
Contact this candidate