About Gerard
Spanish
Native or bilingual
English
Fluent
Catalan
Native or bilingual
Experience
- CaixabankPremier Banking ManagerBANKING AND INSURANCEJanuary 2026 - Today (7 months)Management of high-net-worth client portfolios, providing financial advice and economic information analysis for resource planning and optimization.Experience in financial analysis, structuring economic information, and preparing clear reports to facilitate decision-making.
- CaixaBank –Commercial Manager for Companies, Self-Employed, and ClientsJanuary 2018 - Today (8 years and 7 months)• Comprehensive management of portfolios for self-employed individuals, SMEs, and Premier clients (+€60,000 in balances).• Personalized financial and wealth advisory.• Analysis of balance sheets, income statements, and cash flows.• Management of financing operations (loans, policies, leasing, factoring, confirming).• Financial risk and viability assessment.• Regulatory compliance (KYC, AML, MiFID).• Advanced use of Excel and CRM tools for analysis and monitoring.
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Education
- Business AdministrationADE