BancolombiaWealth Management Associate
Dec. 2016 - Jul. 2021Bogotá D.C., ColombiaResponsible for Grupo Bancolombia´s Investment division covering HNWI and their families .
Work closely with the Head of Sales to articulate business performance, priorities and strategy across my cluster of 65 branch offices in Bogota and consolidate the organization as the market leader.
Generate relevant and concise information for regional manager and senior management, regarding commercial activity and results, in order to assist in the decision-making and strategies for the business. Coordinate the preparation of strategic presentations for senior management
Fostered strong relationships with clients and assessed clients' specific investment needs based on risk tolerance and time horizon.
Evaluated 20+ investment opportunities across various asset classes, conducted detailed financial market analysis, negotiated and discussed with family offices investment managers.
Chaired the investment relationship of local clients with local and offshore accounts. Assets under management: 50m million USD Total annual P/L and goal execution of 106% and 114% in 2018 and 2019 respectively.
Participated in the company's first-ever local REIT IPO placement and collectively raised 59 million USD (goal: 50 million USD). Maintain healthy flow of communication between business management, function leaders, around the cluster to ensure coordination of metrics and planning.
Performed detailed industry analysis, developed financial model, led negotiations to secure acquisition financing terms with two banks, presented opportunities to co-investors – successfully raising investment commitments (NDA 10-18 million range).
Developed client relationships by providing short and mid-term investment alternatives to local medium market and corporate entities. Tailored client’s specific needs to structured products with the objective of maximizing our clients working capital and cash flow.