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Sara Moreno Losada

Relationship Manager & Sales Advisor

Summary

Result oriented, relationship manager with experience in Private Banking and the Luxury Industry.        

Highly motivated individual, passionate about the fashion industry and market trends. Known for providing excellent client service and driving growth for private clients.

I am looking to transition from the banking industry to Luxury where I can leverage my exiting financial and sales experience to drive performance and growth for a fashion brand.

Work History

Feb 2015Present

Credit Suisse,Private Banking, Geneva, Switzerland

Client Advisor, Southern Latam (Argentina & Uruguay)
  • Development and Implementation of sales campaigns in South America
  • Client needs analysis and advisory services. Investment strategy implementation and monitoring.
  • Ambassador of Credit Suisse strategic Advisory process.
  • Investments selection, portfolios reporting and monitoring through quantitative and qualitative analysis
  • Credit and corporate advice
Mar 2013Feb 2015

Credit Suisse, Corporate Banking, Basel, Switzerland

Transportation Department, Shipping Finance (South Europe & Middle East)

Relationship Manager

  • Financing of commercial ocean-going ships (tankers, dry freight, and container ships)
  • Credit analysis through  detailed cash flows and ratio analysis 
  • Vessels projected viability analysis : examination of collateral and other sources of repayment as well as credit history and management skills & competences
  • Market's and Sector's trend analysis and reporting
    May 2012Oct 2012

    BVLGARI, Rome, Italy (LVMH Group)

    Finance Department  
    • Analysis and comparison of market trends, competitor’s offerings and Pricing Model.
    • Performed Sales & Inventory analysis of LVMH Perfumes and Tag Heuer watches
    • Assist in managing the credit policies applicable to the different product lines thorough P&L analysis.
    • (Perfumes and Jewelry)
    • Quantify and asses the risk that lurk in different business areas, in order to asses how effectively the company manages risk (DSO, AR and AP analysis)
    Feb 2007Sep 2010

    UBS, Private Banking, Geneva, Switzerland

    Junior Client Advisor 
    • UHNWI account Management and  comprehensive client portfolio review, including visiting clients in Buenos Aires  and  investment proposals design
    • Foster collaboration across multiple teams(Wealth Planning, Non Traditional Investment or Corporate Action department) to offer coordinated solutions to clients
    • Recognized for accomplishing client retention goals during the financial crisis and my capability to work under pressure and timely delivery.

    Junior Analyst - Graduate Trainee Program 

    • Provide competitive analysis and decision making support for the senior client advisors. Research, consolidate, analyze and prepare investment reports
      • Analyze emerging trends in an industry or macro-economy. Provide in-depth analysis of companies,and markets to assess the investment outlook, and prepare materials for senior client advisors

    Education

    20112012

    SDA Bocconi, Milan, Italy

    MBA
    • MBA: LVMH-SDA Bocconi Certificate in Luxury Business Management
    • Track in Luxury Business Management
    20002006

    University Carlos III, Madrid, Spain

    Double Degree in Economics & Law
    • Bachelor's Degree in Economics
    • Bachelor's Degree in Law

     Skills & Languages

    8
    EXCEL

    Spreadsheet Modeling Excel 2013

    Advance User

    8
    Power Point & Word

    Marketing Presentations: Proficiency user

    10
    SPANISH

    Mother tongue

    10
    ENGLISH

    Fluent Written and Spoken

    8
    FRENCH

    Fluent Written and Spoken

    4
    ITALIAN

    Basic conversational level