Curriculum Vitae Banker in Peru Lima – Free Word Template Download with AI

Name: Juan Miguel Ortega Laredo
Email: [email protected]
Phone: +51 987 654 3210
Location: Lima, Peru

A seasoned Banker with over a decade of experience in the financial sector, specializing in corporate and retail banking services. Proficient in managing client relationships, designing financial solutions, and navigating the complexities of Peru's dynamic economic landscape. Committed to delivering excellence in banking operations within Lima, Peru. A strong advocate for ethical practices and innovation in financial services tailored to meet the unique needs of Peruvian clients.

Banco de Crédito del Perú (BCP) - Senior Relationship Manager

Lima, Peru | January 2018 – Present

• Managed a portfolio of over 200 high-net-worth individual and corporate clients, generating an annual revenue increase of 15% through tailored financial products.
• Collaborated with cross-functional teams to design customized credit solutions for SMEs in Lima, contributing to a 25% growth in loan disbursements in 2022.
• Provided expert guidance on investment strategies and risk management, ensuring compliance with Peruvian financial regulations and international standards.
• Enhanced client satisfaction scores by 18% through proactive communication and personalized service, earning recognition as the "Top Performer" in Lima's regional branch in 2021.

Banco Scotiabank Peru - Relationship Manager

Lima, Peru | June 2014 – December 2017

• Developed and executed client acquisition strategies, expanding the bank's retail banking segment by 20% in Lima within two years.
• Conducted financial literacy workshops for small business owners, fostering trust and long-term partnerships with local entrepreneurs.
• Optimized loan approval processes by integrating digital tools, reducing processing time by 30% and improving operational efficiency.
• Contributed to the successful launch of a mobile banking app tailored for Peruvian consumers, increasing user adoption by 40% in the first year.

Banco Interbank - Junior Banker

Lima, Peru | March 2011 – May 2014

• Assisted in the onboarding of new clients and provided support for loan applications, ensuring adherence to regulatory requirements.
• Supported the development of marketing campaigns targeting Lima's growing middle-class population, resulting in a 15% increase in customer base.
• Collaborated with regional managers to analyze market trends and identify opportunities for product innovation in Peru's financial sector.

MBA in Finance

Universidad del Pacifico, Lima, Peru | 2016

Focus areas: Corporate finance, risk management, and financial markets. Thesis: "Strategic Financial Planning for SMEs in Peru."

Bachelor of Science in Economics

Universidad de Lima, Peru | 2010

Relevant coursework: Macroeconomics, banking systems, and quantitative analysis. Graduated with honors.

• Financial Analysis: Proficient in evaluating creditworthiness and financial statements for individual and corporate clients in Peru.
• Risk Management: Skilled in assessing and mitigating financial risks, ensuring compliance with Peru's regulatory framework (e.g., Superintendencia de Banca, Seguros y AFP - SBS).
• Client Relationship Management: Strong ability to build trust and maintain long-term relationships with clients in Lima's competitive banking market.
• Digital Banking Solutions: Experience in leveraging fintech tools and mobile platforms to enhance client engagement in Peru.
• Languages: Fluent in Spanish (native) and English (fluent), with basic knowledge of French.

• Certified Financial Planner (CFP) – Institute of Certified Bankers, Peru | 2019
• Professional Certificate in Risk Management – Universidad del Pacífico, Lima | 2017
• Advanced Excel and Data Analysis for Banking Professionals – CFA Institute, Online | 2020

• Member of the Peruvian Bankers Association (Asociación de Bancos del Perú - ABP) since 2015.
• Active participant in industry seminars and workshops hosted by the SBS, focusing on regulatory compliance and innovation in banking.

Volunteer Work: Regularly participates in financial literacy programs for underserved communities in Lima, promoting economic empowerment through education.

Hobbies: Traveling across Peru to understand regional economic challenges, reading about global banking trends, and mentoring young professionals interested in the financial sector.

Available upon request. Contact: [email protected]

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