José Carlos Hassan Suárez - WIZBII José Carlos Hassan Suárez a publié son profil professionnel sur WIZBII. J H

José Carlos Hassan Suárez

Co-founder of Mondevia, former Private Banking employee

36 ans • Paris

Résumé

During the past 5 years I have been working in the Banking industry for companies like BNP Paribas and JP Morgan Chase. My latest position was as a Client Services Associate on Private Bank (Wealth Management). This summer I decided to join a Social Entrepreneurship program which inspired me to find an entrepreneurship idea and gave me the motivation to start a new career path and creating a new travel-oriented company.

Compétences

Fast LearnerClient FocusedTeam Player

Expériences

Client Service Associate

- Ventes Direct contact for our clients  Working along with Bankers, Investos, capital advisors, middle and back office teams to deliver an excellent service and answer our clients needs.  Daily business as usual tasks: cash management, overdrafts, FX, corporate actions  Client meetings and presentations  Collecting legal and tax forms

Client Service Specialist

- Ventes Direct contact for our clients  Working along with Bankers, Investos, capital advisors, middle and back office teams to deliver an excellent service and answer our clients needs.  Daily business as usual tasks: cash management, overdrafts, FX, corporate actions  Client meetings and presentations  Collecting legal and tax forms

Corporate Actions Team Supervisor

- Ventes• Management of deposit checks on corporate action events. • Integrate and train new team members. • Supervise high-quality client updates and presentations.

Corporate Actions Account Manager

- Ventes• Direct corporate action contact for a number of global custodian clients including JP Morgan Chase & co, SIX SIS, Julius Baer Bank, Banque de Luxembourg, ODDO & Cie, MIZUHO. • I participated during the process of prospecting new customers such as SIX SIS (Telekurs), Banque Degroof and Julius Baer Monaco. • Source of official information and updates for clients regarding all aspects of corporate actions on the French, Portuguese, Dutch and Belgian markets. • Management of customer queries and any issues that may arise during a corporate action event. with various internal departments (e.g. Settlement, Income, Cash, Proxy Voting) • Control and execution of client instructions. • Contributed to the streamlining of the system reliability and risk control; proposal for improvements. • Support to client adaptation to major market changes • Writing of procedures and User guides. • Participation in Service revews and presentatins with our clients. • Contribution to system projects. • Training of new team members

Formations

Universidad San Pablo CEU

2006 - 2012 Madrid, Madrid, Spain, MadridJuridique, Comptabilité / Contrôle de gestion, Gestion de projet / Produit

Mes qualités

Positif·ve
Esprit d'équipe
Entreprenant·e
Curieux·se

Langues parlées

  • Français

    Professionnel

  • Anglais

    Langue maternelle

  • Espagnol

    Langue maternelle

Mes souhaits

Un jour

To accomplish my entrepreneurship ambitions while enjoying what I am doing.

Ma présence sur internet

Faire de chaque avenir une réussite.
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