Ricardo Rony Santillan

Activist
DISC Type : Cd

Private Banking Relationship Manager at Trusted Novus Bank

Gibraltar, Gibraltar

Overview

Ricardo Rony Santillan is a Private Banking Relationship Manager at Trusted Novus Bank, specializing in wealth management and HNW client solutions across Europe and Asia. He focuses on simplifying financial affairs and optimizing capital for private clients and family offices.

Ricardo is multilingual in English and Spanish. He actively participates in community events, including the Gibraltar Next Gen and discussions on AIs impact on financial crime.

He holds a Bachelors Degree from the University of Greenwich, indicating a strong academic foundation.

Personality Overview

Perfectionist

Logical And Quick

Value Conscious

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Wealth Management
As a Private Banking Relationship Manager, he focuses on managing capital, risk, and liquidity for private and institutional clients.
Financial Crime Resilience
He recently attended an executive reception discussing how AI is reshaping compliance and financial intelligence in Gibraltar's regulated sectors.
Client Relationship Management
His role emphasizes being a stable point of reference for clients, simplifying complex financial arrangements, and adapting to changing circumstances.

Media Appearances

Ricardo has no verified media appearances

Work History

3-2024
Private Banking Relationship Manager at Trusted Novus Bank
3-2022 - 2-2024
Assistant Investment Consultant (Private Banking) at Bank J. Safra Sarasin Ltd
1-2021 - 3-2022
Coorporate Trustee and Operations Manager (Wealth Management) at Effective Financial Planning Group (EFPG)
8-2019 - 1-2021
Data Analyst (Wealth Management) at Plurimi
12-2016 - 7-2019
Transaction Analyst (Private Equity) at Pantheon Ventures

Education

2011 - 2016
Bachelor’s Degree (Part-Time) from University of Greenwich

More Information

Social Presence :

Prographics :

Exp : 12 Location : Gibraltar, Gibraltar Job Level : Middle Designation : Private Banking Relationship Manager at Trusted Novus Bank
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Insights For Selling To Ricardo Rony

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ricardo Rony is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Ricardo Rony

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Ricardo Rony move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Ricardo Rony take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Ricardo Rony

Personality Compatibility


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