Ignacio Lamela
FINANCIAL ADVISOR
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Sobre mí
Passionate about travel and continuous learning, with skills to adapt to new environments and face challenges with creativity and dynamism. I have an open mindset, teamwork capacity, and a great willingness to acquire new experiences. I seek to contribute my skills and enthusiasm in a professional environment where I can grow and contribute positively.
Experiencia
FINANCIAL ADVISOR - OCCIDENT- GCO
(2025-06)
- Comprehensive advice on savings and investment, adapting solutions to the financial needs of each client.
- Management and loyalty building of a client portfolio, reaching monthly objectives and exceeding established sales ratios.
- Active prospecting through calls, meetings, and networking, successfully increasing the client base.
- Preparation of personalized proposals for families and companies, guaranteeing asset protection and long-term financial planning.
- Continuous training in financial and regulatory products, ensuring updated and high-quality advice.
SALES DEPARTMENT - WE ARE GOING FAAR
(2023-01 - 2024-12)
- Management and acquisition of clients, offering solutions adapted to their needs.
- Follow-up and closing of sales, ensuring client satisfaction.
- Preparation of commercial proposals and negotiation of terms.
- Market and trend analysis to improve the commercial offering.
- Handling CRM tools for client management and follow-up.
PROPERTY MANAGEMENT - API
(2024-01 - 2025-12)
- Comprehensive management of homeowner communities, including accounting, maintenance, and incident resolution.
- Coordination of providers and budget control to guarantee efficient administration.
- Assistance and advice to owners on legal, financial, and operational matters.
- Preparation of financial reports and supervision of payments, collections, and economic balances.
- Organization of owners' meetings, drafting of minutes, and execution of agreements.
Educación
BACHELOR'S DEGREE IN LAW - Law - UNIVERSITY OF SEVILLE (2018-01 - 2022-12)
MASTER IN STOCK MARKET OPERATIONS - Stock Market Operations - BLACKBIRD BANK (2024-01 - 2025-12)
DIGITAL MARKETING TRAINING - Digital Marketing - UNIVERSITY OF CHICAGO (ONLINE) (2023-01 - 2023-12)
ERASMUS - UNIVERSITY OF BOLOGNA (2021-01 - 2022-12)