About Jonathan
Spanish
Native or bilingual
English
Conversational
Experience
- Banco de AsesoramientoFinancial AdvisorBANKING AND INSURANCEFebruary 2025 - Today (1 year and 4 months)Sevilla, Spain- Private banking services for high-net-worth individuals.- Personalized financial advice.- Creation of investment portfolios adapted to individuals or legal entities.- Review of investments made to date- Creation of objectives/years- Analysis of current and future savings and assets- Personalized retirement planning
- OCCIDENTLife and Wealth AdvisorBANKING AND INSURANCEJanuary 2024 - February 2025 (1 year and 1 month)Sevilla, Spain• Financial Advice• Life and Wealth Advice.• Client portfolio maintenance.
- DECATHLONOperations ManagerRETAIL (SMALL BUSINESS)July 2023 - April 2024 (9 months)Sevilla, Spain• Store maintenance.• Store efficiency.• Store stock.- Store budget supervision.
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Education
- Advanced Program in Private Banking and Financial Advisory, (EIP)Polytechnic University of Valencia2025Programa Superior en Banca Privada y Asesoramiento Financiero, (EIP)
- Degree in Business Administration and ManagementUNIR2023