Requests
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Network Power<100 people
Roles
💸50%
Marketing
👍50%
Sales & BizDev
⚖️50%
Legal
Geos
🇪🇸50%
Spain
Work Background
Magna FinancialBusiness Development Executive
Feb. 2024Pollensa, Balearic Islands, Spain · RemoteAs a Business Development Executive at Magna Financial, my role revolves around cultivating strategic partnerships, driving revenue growth, and expanding our client base. Working within the dynamic financial sector, I engage in a variety of activities aimed at fostering business opportunities and enhancing our market presence.
Keys and ConciergeCompany Director
Nov. 2020Palma, Balearic Islands, Spain · On-siteKeys and concierge offers a whole new world for those wanting to visit the islands of Mallorca and Ibiza. We offer all services from accommodation to security, transport to activities and events.
UHNWIHead of Family Office
Jul. 2019 - May. 2023 - Providing support to the CEO and acting as a gatekeeper to handle communications and prioritise time.
- Undertaking complex diary and meeting scheduling including for internal / external meetings, events and conferences.
- Answering / screening calls appropriately, noting messages accurately and monitoring e-mail inboxes to action or highlight urgent correspondence.
- Supporting projects being undertaken and performing research appropriately as required.
- Attending a breadth of meetings, ensuring that agendas / papers are circulated in advance, taking minutes and distributing to relevant stakeholders in a prompt manner.
- Arranging travel both domestically and internationally, booking private jets / yachts, ensuring all flight / hotel bookings are successfully made and that all passport / visa requirements are satisfied in advance for the CEO.
- Recording, approving and reconciling expenses appropriately and dealing with international company accounts.
- Implementing efficiency enhancing workflow / process improvements within the office environment.
- Supporting the CEO in a personal capacity by overseeing private residences (3 properties / 2 houses / 1 office).
- Managing renovations / moves, coordinating all aspects of property maintenance, undertaking personal shopping, arranging pick-ups / drop-offs from the airport and undertaking all aspects of household management including supervision of staff.
- Organising and running events for a breadth of occasions and ensuring all requirements are met.
UHNWIHead of Family Office
Sep. 2017 - Jul. 2019 - Undertook complex diary management for a UHNW family and coordinated internal / external executive meetings.
- Regularly monitored e-mail inboxes, prioritised mail and flagged priority issues in a diligent manner with a focus on privacy / sensitivity of information.
- Chaired meetings, took minutes and circulated actions to stakeholders with follow-ups.
- Ensured appropriate domestic / international travel and accommodation arrangements were put in place to meet the needs of the family as required.
- Prepared and submitted expense reports to relevant stakeholders, processed reimbursements and paid vendors.
- Undertook the management of personal bank accounts and real estate properties as well as household staff.
- Held responsibility for general accounting, payroll processing and budgeting in line with expectations.
- Oversaw the work of staff and undertook all aspects of household management in line with requirements.
- Organised and managed corporate and private events for up to 150 people including all aspects of catering, entertainment and the hiring of staff to meet requirements.
Various CompaniesOperations Manager
Mar. 2011 - Sep. 2017
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