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Raul Zegarra Email & Phone Number
Paraplanner
at
JLM Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Paraplanner
Location
London, England, United Kingdom
Company size
Who is Raul Zegarra? Overview
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Quick answer
Raul Zegarra is listed as Paraplanner at JLM Wealth, a company with 2 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Raul Zegarra.
Raul Zegarra previously worked as Senior Investment Advisor at Pacifico Seguros and Summer Consultant at Shanghai Target Industry Co.,Ltd. Raul Zegarra holds Master Of Business Administration - Mba, Finance, General, Distinction from University Of Warwick - Warwick Business School.
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JLM Wealth
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Profile bio
About Raul Zegarra
Raul is a results-driven finance professional with a global perspective and strong leadership skills. He accomplished his MBA with Distinction from Warwick Business School as well as complemented his education with a programme in Luxury Industries and Brand Management at SDA Bocconi. He holds a bachelor's degree in Business Administration with a concentration in Finance from Universidad del Pacifico.With nearly seven years of experience across wealth/asset management, private banking, and investment banking at Credicorp's affiliated companies - BCP, Credicorp Capital, and Pacifico Seguros - Raul has developed extensive expertise in financial services. As a Senior Investment Advisor at Pacifico Seguros, he has consistently delivered profitable investment strategies to high-net-worth clients, significantly growing assets under management. His key achievements include developing tailored investment portfolios, raising investment funds, and expanding the client base, earning him multiple recognitions as the Best Investment Advisor.Raul is fluent in Spanish and English, and he has advanced IT skills, including proficiency in Microsoft Office, Python, and SQL. He is deeply committed to continuous learning and professional growth. Currently, he is pursuing the CISI's Investment Advice Diploma (IAD) - Level 4, having successfully completed the UK Regulation & Professional Integrity and Investment, Risk & Taxation exams. With strong capabilities in team leadership, strategic market analysis, and client advisory, Raul consistently delivers value to both clients and his organisation.
Current workplace
Raul Zegarra's current company
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Jlm Wealth
5 roles
Raul Zegarra work experience
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Senior Investment Advisor
- Led successful efforts advising high-net-worth clients, driving new asset management across diverse financial products.
- Developed client portfolios tailored to meet individual objectives, ensuring suitability and optimising investment performance and tax considerations. Satisfyingly improved client satisfaction and increased portfolio.
- Established and reinforced strong relationships with wealthy investors, obtaining top approval in customer satisfaction.
- Implemented a strategy to increase clients, earning multiple times the title of Best Investment Advisor for exceptional performance over 4 years.
- Trained 40+ team members catering to pensioners on diverse investment options, and managed the process of smooth onboarding customers, resulting in 100+ client acquisitions and expanded service offerings.
- Participated actively in research and investment committee meetings.
Apr 2018 - Jan 2024
Summer Consultant
- Carried out comprehensive research to explore expansion strategies into the Latin American region, pinpointing 5 countries for potential targeting.
- Devised a structured joint venture plan slated for implementation, gaining approval from 3 co-founders.
May 2023 - Sep 2023
Asset Management Intern
- Counselled 30+ Peruvian biggest institutional clients on potential investments according to their necessities and risk profile, hitting the target each month.
- Headed meetings with recognised financiers in Latin America, drawing fresh capital.
Jun 2017 - Dec 2017
Commercial Area Intern
- Analysed client reports and provided troubleshooting support as needed, administrating a portfolio of 100+ companies from various industries such as mining, retail, construction, etc.
- Developed and presented impactful strategies, surpassing campaign goals and resulting in a 25% increase in overall campaign performance.
- Managed KPIs and implemented changes to improve client satisfaction.
May 2016 - Oct 2016
4 education records
Raul Zegarra education
Master Of Business Administration - Mba, Finance, General, Distinction
Programme Of Luxury Industries And Brand Management, Business Administration And Management, General
Programme Of Specialisation, Corporate Finance, 17.33
Bachelor'S Degree, Business Administration And Finance
FAQ
Frequently asked questions about Raul Zegarra
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What company does Raul Zegarra work for?
Raul Zegarra works for JLM Wealth.
What is Raul Zegarra's role at JLM Wealth?
Raul Zegarra is listed as Paraplanner at JLM Wealth.
Where is Raul Zegarra based?
Raul Zegarra is based in London, England, United Kingdom while working with JLM Wealth.
What companies has Raul Zegarra worked for?
Raul Zegarra has worked for Jlm Wealth, Pacifico Seguros, Shanghai Target Industry Co.,Ltd, Credicorp Capital, and Banco De Crédito Bcp.
How can I contact Raul Zegarra?
You can use AeroLeads to view verified contact signals for Raul Zegarra at JLM Wealth, including work email, phone, and LinkedIn data when available.
What schools did Raul Zegarra attend?
Raul Zegarra holds Master Of Business Administration - Mba, Finance, General, Distinction from University Of Warwick - Warwick Business School.
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