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.
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ParaplannerJlm WealthLondon, Gb -
Senior Investment AdvisorPacifico Seguros Apr 2018 - Jan 2024Provincia De Lima, Peru• 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 returns. • 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. -
Summer ConsultantShanghai Target Industry Co.,Ltd May 2023 - Sep 2023London Area, United Kingdom• 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. -
Asset Management InternCredicorp Capital Jun 2017 - Dec 2017Provincia De Lima, Peru• 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. -
Commercial Area InternBanco De Crédito Bcp May 2016 - Oct 2016Provincia De Lima, Peru• 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.
Raul Zegarra Education Details
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Distinction -
Business Administration And Management, General -
17.33 -
Business Administration And Finance
Frequently Asked Questions about Raul Zegarra
What company does Raul Zegarra work for?
Raul Zegarra works for Jlm Wealth
What is Raul Zegarra's role at the current company?
Raul Zegarra's current role is Paraplanner.
What schools did Raul Zegarra attend?
Raul Zegarra attended University Of Warwick - Warwick Business School, Sda Bocconi, Pacífico Business School, Universidad Del Pacífico (Pe).
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