José Carlos Hassan Suárez - WIZBII José Carlos Hassan Suárez has published his/her professional profile on WIZBII. J H

José Carlos Hassan Suárez

Co-founder of Mondevia, former Private Banking employee

36years • Paris

Summary

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.

Skills

Fast LearnerClient FocusedTeam Player

Experiences

Client Service Associate

02-2017 - 09-2017 Sales 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

12-2015 - 02-2017 Sales 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

06-2015 - 12-2015 Sales• 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

08-2012 - 06-2015 Sales• 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

Education & training

Universidad San Pablo CEU

2006 - 2012 Madrid, Madrid, Spain, MadridLegal, Accounting / Management control, Project / Product management

My soft skills

Positive
Team player
Enterprising
Curious

Languages spoken

  • French

    Professional

  • English

    Native language

  • Spanish

    Native language

My dreams

One day

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

My Internet presence

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