Expertise

Experience across banking, fintech and claims operations, with a focus on complete documentation and clear follow-up.

Tax & securities operations

Supporting cross-border withholding-tax reclaims through document checks, tax-data reconciliation and exception follow-up.

Client documentation

Corporate onboarding and lifecycle support, ownership-document review and coordination of missing information with clients and Compliance.

Leadership, supervision & team development

Recognised by Cognizant for goal-oriented leadership, supervision, effective delegation, staff motivation and regular monitoring and recognition of individual performance.

Systems & working methods

Excel (PivotTables, VLOOKUP, SUMIFS), Word, PowerPoint, Salesforce, JIRA, Zendesk, SAP, SWIFT / SWIFT gpi.

Experience with internal systems in Swiss wealth management and at BNP Paribas. I learn new tools in the context of the process they support.

Languages

For professional conversations, please use English, Portuguese or Spanish.