Depositaría
Banco Inversis S.A
Oct 2023 - Oct 2024 (1 year 1 month)
- Supported the supervision and control of 5 IICs and FPs, ensuring adherence to investment policies, ratios, and limits.
- Conducted communication with Managers to ensure compliance with regulatory requirements.
- Managed client relationships through comprehensive reporting, settlement control, incident management, and reconciliation of securities and cash.
- Oversaw the management and maintenance of non-custodial assets and balances, ensuring accuracy and efficiency.
- Handled client billing processes to ensure timely and accurate invoicing.
- Additionally, leveraged sales skills in a B2B context to promote banking products, enhancing client engagement and service offerings. - Engaged in outreach to potential clients via email and Li
