Years of experience: 7

Colombia

Trust Score

Highly reliable; strong professional involvement.

70%
Alejandro's Career Path
Gerente Banca PreferencialJun. 2024 -
Present
BancolombiaGerente Banca Preferencial
Valores Bancolombia. Asesoría en portafolios de inversión locales e internacionales de personas naturales.
Private Wealth Management - AssistantAug. 2021 -
May. 2024
BancolombiaPrivate Wealth Management - Assistant
CaliKey Responsibilities: • Assist with the preparation of client meetings and presentations • Perform research and analysis on investments and market trends • Prepare and maintain client account documentation • Communicate with clients and other financial professionals on behalf of the Private Wealth Managers • Monitor and manage portfolios of HNWI • Provide administrative support to the Private...
Auxiliar - Banca PreferencialAug. 2019 -
Jul. 2021
Grupo BancolombiaAuxiliar - Banca Preferencial
CaliValores Bancolombia - Comisionista de Bolsa • Atención al cliente y resolución de inquietudes • Análisis de portafolios de inversión y toma de desiciones junto con el gerente comercial • Ejecución de órdenes de FICs • Envío de reportes de cartera, rendimientos, operaciones • Gestión de pagos y transferencias

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