Jorge Trigo
Angestellt, Portfolio Advisory, Santander Private Banking International
Geneva, Schweiz
Werdegang
Berufserfahrung von Jorge Trigo
Bis heute 8 Jahre und 8 Monate, seit Nov. 2015
Portfolio Advisory
Santander Private Banking International
• Portfolio revision and construction for advisory clients (> $5MM AUM) • Analysis of client needs and investment opportunities • Direct support to the Relationship Managers - LATAM Desk (Mexico & Venezuela) • Daily monitoring of financial markets
10 Monate, Feb. 2015 - Nov. 2015
Portfolio Advisory Intern
Santander Private Banking International
• Performance and Risk analysis • Support to the advisory team on designing and executing investment proposals • Participated in weekly meetings with investment fund managers
Sprachen
Spanisch
Muttersprache
Englisch
Fließend
Französisch
Gut