Benjamín José Barros Soffia Email and Phone Number
Benjamín José Barros Soffia personal email
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Objectives and Strengths:- Ability to analyze, plan, design and redesign tactical, analytical, and commercial strategies of the business area performed.- Teamwork, generating multidisciplinary integration, based on common strategic objectives.- Strengthen communication, generate commitment around a shared vision.- Perseverance, resilience, attitude and positivity in the face of new challenges.- Promote customer loyalty.- Use recognition as a motivating and reinforcing factor.My main area of interest is Investment Management and Alternative Assets, from the perspective of understanding how this asset class can enhance risk-adjusted return and create value in a portfolio of a +HNWI client in the long-term.
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Gerente And SocioValor A Family OfficeSantiago, Cl -
Sub Gerente MfoAlcalá Multi Family Office Jul 2024 - PresentGran Santiago, Región Metropolitana De Santiago, Chile -
Senior Mfo AnalystAlcalá Multi Family Office Sep 2023 - Aug 2024Gran Santiago, Región Metropolitana De Santiago, Chile -
Mfo AnalystAlcalá Multi Family Office Jan 2022 - Dec 2023Santiago Metropolitan Region, Chile• Responsible for organizing and tracking Alternative Assets in all their strategies for HNWI clients. Part of the daily role is to generate long-term relationships with the best managers in the world for this asset class, where the focus is assets that fall in the first and second quartile.• Participation in the management and creation of investment portfolios with methodology and strategies focused on planning by objectives for exclusive national and international HNWI clients in a recognized Multi-Family Office with a wide presence in Latin America with assets under management of over 2 Billion's -
Operational AnalystAlcalá Multi Family Office Sep 2020 - Jan 2022Santiago Metropolitan Region, Chile• Optimization in the development and organization of the CRM interface built with the purpose of generating value and impact to our clients through the consolidation and real-time valuation of their portfolio according to asset class, type of income, industry and territory. At the same time evaluation and optimization of transactional, custodian and administration costs.• Valuation of national and international investment portfolios for high net worth clients with accounts in more than 15 banks throughout the world and access to a wide range of equity, fixed income, alternative assets, private capital, private debt, hedge funds, derivatives, financial intermediation and structured notes. -
Co-FounderSabor Nicole Apr 2017 - Jan 2021Santiago Metropolitan Region, Chile• Developed strategy, products, prices, market studies, relevant competition, costs, distribution channels and potential clients.• Achieved stable sales of ~10 million CLP per month serving more than 1,500 clients in 5 neighborhoods in Santiago de Chile.• Responsible for development and structuring e-commerce channels, dispatch logistics and relations with suppliers.• Reach significant levels of sales and profitability on the capital contributed. -
Mountain Dining LeadVail Resorts Dec 2019 - Apr 2020California, United States• Second Work & Travel experience in an important ski resort in Tahoe, California.• Responsible for training, empowering, and motivating Heavenly SKI work teams, through Change Management methodologies.• Improved Tamarack Lodge customer service points from 3.5 to 4.2, achieving "Epic Employee" award 2 out of 3 times. -
Wealth Management InternLarrainvial Dec 2018 - Mar 2019Santiago Metropolitan Region, Chile• Provide assistance in the valuation of acquiring a Multi-family Office for LarrainVial in Chile.• Gathered information about Multi-family Office market in Chile and analyzed the future of Wealth Management industry, specifically what will happen to Bankers and what will be the most important products and their relation with ESG enforcement.• Provided help for Wealth Manager Officer regarding references of real client portfolios, risk profile, asset allocation and selection of local and international asset classes. -
BbvaEx Bbva Chile Nov 2017 - Apr 2018Santiago Metropolitan Region, Chile• Initiated an efficiency centralized project, with the aim of reordering all BBVA materials in a single central warehouse.• Allowed the valuation of total BBVA inventory for its subsequent merger and acquisition by Scotiabank in Chile. -
BbvaEx Bbva Chile May 2017 - Jul 2017Santiago Metropolitan Region, Chile• Headed a 4-people team in a national-wide project in response to the creation of laws number 20.927 of Universal Accessibility and number 21.015 of Labor Inclusion in Chile. The purpose was to analyze the degree of non-compliance of all offices and their central buildings.• Visited +63 branches throughout Chile during the completion of the project.• Quantified, classified and valued assets that did not comply with the current regulation, allowing BBVA Bank to take corrective and preventive actions within the legal timeframe to adjust to the new law.
Benjamín José Barros Soffia Education Details
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Finanzas -
Major In Finance, Minor In Physical Activity, Sports And Health -
Andrée English SchoolSenior School
Frequently Asked Questions about Benjamín José Barros Soffia
What company does Benjamín José Barros Soffia work for?
Benjamín José Barros Soffia works for Valor A Family Office
What is Benjamín José Barros Soffia's role at the current company?
Benjamín José Barros Soffia's current role is Gerente and Socio.
What is Benjamín José Barros Soffia's email address?
Benjamín José Barros Soffia's email address is be****@****ail.com
What schools did Benjamín José Barros Soffia attend?
Benjamín José Barros Soffia attended Ese Business School Chile, Universidad De Los Andes (Cl), Andrée English School.
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