Timeline
Work History
Skills
Overview
Summary
Generic

casad Ruben

agent
madrid,madrid

Timeline

Wealth Relationship Manager

Western Digital
03.2026 - 12.2026

Work History

Wealth Relationship Manager

Western Digital
madrid
03.2026 - 12.2026
  • Assisted clients in understanding investment options and financial products.
  • Supported relationship managers in maintaining client portfolios and account updates.

Skills

  • Client relationship building
  • Insurance planning
  • Retirement planning
  • Asset allocation
  • Financial planning

Overview

1
1
year of professional experience

Summary

Offering solid foundation in financial principles and strong desire to excel in wealth management. Brings understanding of financial planning and investment strategies, along with proficiency in data analysis and customer service. Ready to use and develop skills in portfolio management and client advisory in role.

casad Rubenagent