Open to opportunities

Claudia Prime

@claudiaprime

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Client-focused financial services manager driving retention, revenue growth and compliance.

Spain

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What I'm looking for

I am seeking a client- or risk-focused role in financial services that values strategic impact, compliance expertise, cross-functional collaboration and opportunities for growth.

I am a client manager in financial services with hands-on experience managing large portfolios, driving client retention and supporting revenue growth while contributing to risk, compliance and strategic initiatives. I combine analytical rigor with stakeholder collaboration and proactive problem-solving to align pipelines with business objectives and deliver measurable results.

My background includes internships and associate roles across asset management and fintech where I supported KYC/compliance projects, supervised portfolio limits, led market research that enabled product expansion, and boosted digital exposure. I am results-oriented, strategic, and experienced in mentoring and cross-functional committees.

Experience

Work history, roles, and key accomplishments

Current

Client Manager

Current

American Express

Sep 2025 - Present (4 months)

Manage a portfolio of 4,000 UK-market clients, driving revenue growth and achieving 97% client retention through negotiation, pricing analysis, and stakeholder management; supported KYC/compliance and risk projects that conserved £55M volume.

Client Management KYC Risk Management Stakeholder Engagement Pricing Analysis Portfolio Management Revenue Growth Project Management

Risk and Compliance Intern

Renta 4 Banco

Jun 2023 - Jul 2023 (1 month)

Supported fund managers by reviewing investments and supervising daily portfolio limits; reported market abuse, monitored VaR and overdrafts, and ensured regulatory compliance across operations.

Regulatory Compliance Portfolio Limits Financial Reporting

Operations Intern

Valentum Asset Management

Jun 2022 - Sep 2022 (3 months)

Organized back-office operations, managed client contacts and initial investments, and ensured regulatory compliance for client onboarding and fund movements.

Back Office Operations Client Onboarding Regulatory Compliance Fund Administration Client Communication Financial Operations

Associate

Digital Commodity Exchange

Jun 2021 - Dec 2021 (6 months)

Researched new markets leading to the launch of DCXPulses, managed client demos and onboarding, and grew social media exposure by 400% through content and engagement initiatives.

Market Research Client Onboarding Product Launch Social Media Management Business Development Sales Outreach

Education

Degrees, certifications, and relevant coursework

University of Glasgow

Master of Arts (Social Sciences), Business Management & Business Economics

2020 - 2024

Activities and societies: KPMG Brand Ambassador; Business School Representative; McKinsey's Next Generation Women Leaders EMEA 2024; Case Competition Team (TU Dublin, Sauder Summit)

Completed an MA (SocSci) in Business Management & Business Economics with coursework covering management, economics, and business strategy.