Iñaki Fernandez Iglesias
About Iñaki Fernandez Iglesias
Iñaki Fernandez Iglesias is an Assistant Private Banker specializing in wealth management for the Latin American market at Lombard Odier Group, where he has worked since 2019. He has a background in finance that includes experience in trading bonds and payment traffic, as well as a recognized Swiss federal diploma in wealth management.
Current Role in Wealth Management
Iñaki Fernandez Iglesias currently serves as an Assistant Private Banker at Lombard Odier Group, focusing on the Latin American market. He has held this position since 2019, accumulating five years of experience in wealth management. His role involves providing tailored financial solutions and services to clients in Latin America, leveraging his expertise in the region's unique financial landscape.
Previous Experience at Lombard Odier
Iñaki Fernandez Iglesias has a history of working at Lombard Odier Group in various capacities. He began as an apprentice in the Treasury sector for four months in 2016. In 2017, he expanded his experience with apprenticeships in Payment Traffic for five months and Trading Bonds for six months. He continued to build his expertise in wealth management by working as an apprentice at the Wealth Management desk for Italy, Greece, and Portugal from 2018 to 2019.
Education and Qualifications
Iñaki Fernandez Iglesias holds a Brevet Fédéral, a recognized Swiss federal diploma in wealth management. He studied at CEC André Chavanne, where he focused on Economics and achieved Maturité Professionnelle et CFC with a specialization in Banking from 2016 to 2019. Additionally, he studied at CYP, further enhancing his knowledge in Economics during the same period.
Experience in Financial Industry
Iñaki Fernandez Iglesias has been involved in the financial industry since at least 2016. His experience encompasses various sectors, including trading bonds and payment traffic. This diverse background has equipped him with a comprehensive understanding of financial markets and client needs, particularly in wealth management for the Latin American market.
Specialization in Latin American Market
Iñaki Fernandez Iglesias specializes in wealth management for the Latin American market. His current role as an Assistant Private Banker involves addressing the financial needs and investment strategies of clients from this region. His focus on Latin America reflects his commitment to understanding and navigating the complexities of wealth management in this diverse and dynamic market.