Enrique de Chaves Fernández
Madrid
Summary
Professional in Wealth Management with over 10 years of experience in leading institutions such as Singular Bank, UBS, and BBVA. Passionate about providing innovative financial solutions and building strong relationships based on trust and excellence
Overview
2024
2024
years of professional experience
Work History
Private Wealth Management
SIngular Bank
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
Private wealth management
UBS
04.2022 - 10.2022
- Monitoring financial markets and client communication
- Acquisition, retention and management of a high-net-worth client portfolio
- Analysis of investment opportunities and personalized advisory
- Preparation of financial projections and wealth planning
Private wealth management
BBVA
10.2015 - 04.2023
- Development of international private banking and investment advisory
- Analysis of financial assets: stocks, bonds, derivatives, and funds
- Design of personalized investment strategies
- Client attention and loyalty management for high-net-worth individuals
Advisor
Bankinter
01.2015 - 10.2015
- Relationship management with corporate clients and investment advisory
- Preparation of financial reports and sales strategies
Education
Certificate - European Financial Planner (EFP)
EFPA
Certificate - European Financial Advisor (EFA)
EFPA
Bachelor of Science - Business Administration and Management
UNEX
Skills
- Commercial skills
- Friendly, positive attitude
- Teamwork and collaboration
- Client communication
- Analytical ability
- Strategic decision-making
- Leading sales teams
- Adaptability
- Achieving objectives
Languages
Spanish
English
Hobbies and Interests
- Football
- Tennis
- Skiing
- Sailing
Timeline
Private wealth management
UBS
04.2022 - 10.2022
Private wealth management
BBVA
10.2015 - 04.2023
Advisor
Bankinter
01.2015 - 10.2015
Certificate - European Financial Advisor (EFA)
EFPA
Private Wealth Management
SIngular Bank
Certificate - European Financial Planner (EFP)
EFPA
Bachelor of Science - Business Administration and Management
UNEX
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