Veronica Castro, Office Manager and Personal Assistant

About

I used to work in Private Banking in Switzerland for 10 years with Citigroup and BNP Paribas working in different departments but mainly attending high net worth individuals financial needs. Then moved to south of Spain and assisted a private Hedge Fund manager since 2008 but liquidated the fund in 2011 and since then I accomplish personal assistant tasks for him and his family. I'm very well organized and know to prioritize, efficient, pay attention to details, work independently, making own decisions, strong knowledge of Microsoft Office (Word, Excel, Power Point), bilingual in Spanish and French, high level of English, very reliable and responsible.

Experience

Unicorn Management S.A.

May 2008 – Present

Marbella

Middle-Office Manager and Personal Assistant

 Manage Middle-Office tasks for Hedge Fund such as trade settlements, fail control, reconciliation of trade discrepancies, P&L calculation, client servicing  Marketing and website update  Prospecting and finding new investors (CRM)  Hedge fund liquidated in 2011, since then provided personal administrative assistant to the ex Hedge Fund founder and his family at part-time

La Différence Public Relations

Mar 2007 – Mar 2008

Marbella

Event organiser

 Organise events for luxury brands  Public relation for restaurant and beauty centers

BNP PARIBAS PRIVATE BANKING (SWITZERAND)

Jan 2005 – Dec 2007

Geneva

Relationship Manager Latin American clients

 Managed a total portfolio of private clients for $100Mio, transferred from Citigroup (Acquisition)  Proactively sold banking and investment products to existing and new customers  Travelled to Latin America to visit clients and acquire new portfolios  Supervised sales assistants, temporary staff and trained new recruits

Obelisk International

Nov 2006 – Mar 2007

Marbella

Market Analyst

 Studied and analysed real estate opportunities in emerging markets countries  Trained new sales on basic investments

Citigroup (Switzerland)

Jul 2004 – Jan 2007

Geneva

Training and Professional Development Coordinator

 Co-ordinated Private Banking internal courses in Geneva and Zurich  Conducted an analysis of the training needs in Switzerland and advised employees in selecting a development opportunity that met their needs  Delivered the presentation on Professional Development at the New Employee Induction Day

Citigroup (Switzerland)

Nov 2001 – Jul 2004

Geneva

Capital Market Junior Advisor Asian and Middle East clients

 Advised and sold Capital Market products (structured products, derivatives, options, premium deposits etc.)  Created Investment Proposals and Portfolios performances for Private Bankers  Prepared and participated in daily internal meetings to recommend investments and inform about the Market

Aguirre Newman

Apr 2001 – Oct 2001

Executive Assistant and Human Resources

 Performed administrative duties for executive management  Organized special events (Property Fair – Meeting Point Barcelona)  Worked on market studies (Shopping centers in Barcelona)  HR functions: evaluation of competencies, selection of new employee, preparing contracts, controlling absences, organised the internal training program.

Citibank España S.A.

Jun 2000 – Nov 2000

Madrid

Relationship Banking Professional

 Assisted Private Bankers dealing with onshore Spanish clients  Portfolios administration (opening, closing and maintenance of account documentation, FX and securities trading, cash transfers, fiduciary placements, handling of various credit issues, portfolio reports and performances)  Received clients visiting the office

Citibank (Switzerland)

Feb 1996 – Jan 2000

Geneva

Junior Relationship Banking Professional for Latin American clients

 Portfolios administration (opening, closing and maintenance of account documentation, FX and securities trading, cash transfers, fiduciary placements, handling of various credit issues, portfolio reports and performances)  Established very good relationship with clients through telephone calls and visits to our office  Travelled to Mexico, Houston and New York offices to inform about the business in Switzerland and to meet the Private Bankers and a few clients.

Yamaichi Bank

Sep 1994 – Sep 1995

Geneva

Back-office

 Assigned to the Swiss franc settlement section of back-office and other functions such as SEGA, Euroclear, Yen settlement and the Treasury back- office.

Education

DEUSTO on-line university

Jun 2020 – May 2021

Certificate of community management and social medias , Social Medias

High School of Commerce – Geneva

Sep 1989 – Sep 1993

Diploma of Commerce and Certificate of Commercial Maturity, Business

Spanish Language and Culture course – Geneva

Sep 1981 – Jun 1993

Certificate of Spanish Language and Culture, Spanish language

Veronica Castro

Office Manager and Personal Assistant

Skills

Languages