Manager Management

ALEXANDER ROBAYO

*** **** ** • WEEHAWKEN, NJ ****6

201-***-**** | ********@*******.***

EDUCATION

Seton Hall University, Stillman School Of Business South Orange, NJ Bachelor of Science in Business Administration with a Concentration in Finance August 2010

• Finance GPA: 3.12

• Hours worked a week: 44hrs

WORK EXPERIENCE

UBS AG, Wealth Management New York, NY

Client Advisor Assistant 2010-2011

• Supported senior client advisor with day to day operational and client support activities for medium and high net-worth accounts in Latin America, Mexico, Europe and Asia

• Provided personalized Private Banking support including extensive telephone interaction, opening of new accounts, client call backs, processing loans, letter of credits, fixed term deposits, and wire transfers

• Maintained and monitored documentation to provide a record for performance tracking and to ensure activities were in accordance to compliance and AML regulation standards

• Obtain rates from treasury and ensured lending value prior to processing loans

• Investigate blocked accounts

• Monitored overdraft fees

• Obtained treasury rates for loan breakage costs and supply information to Financial Advisors and clients

• Prepare credit documents for same name beneficiary accounts

• Analyzed structural accounts and advised clients with correct information

• Monitored exchange rates on a daily basis

• Assisted Portfolio Manager with account opening documentation

• Monitored Managed accounts on a daily basis

• Ensured lending value based on available collateral in accounts

• Check for credit or debit balances in order to apply funds to renewal loan

UBS AG, Wealth Management New York, NY

Summer Intern Summer 2007

• Monitored equities for potential downgrades on a day to day basis

• Analyzed Fixed Income, Balanced, and Equity portfolios and bank statements

• Monitored client’s portfolios via Global Plus and reported to Active Advisory team for equity downgrades

• Created an investment proposal for clients that showed the distribution of the client’s portfolio

• Updated daily brief’s on a day to day basis and distributed it via email to UBS employees around the world

• Monitored current investment affairs that would affect client investments

ADDITIONAL INFORMATION

Skills and Awards:

• Knowledgeable in complete in Microsoft Word, Excel, Powerpoint, and Access

• Strong time management and organizational skills

• Knowledgeable in Global +, Charles River, and RCS software

• Awarded Outstanding Senior Assessment Award at Seton Hall University

• Promoted to 2nd Lieutenant EMT and maintain current rank

• Able to multi-task and work under tight deadlines

• Proficient in search engines

• Community Service: Active Volunteer for the Weehawken First Aid Squad

• Languages: Fluent in Spanish

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