Amancio Perez
Bis 2019, Senior Sales Manager, Quaero Capital
Geneva, Schweiz
Über mich
Experienced awarded and certified professional in B2B and B2C hospitality and financial industries with demonstrated expertise and knowledge in international institutional, fund distribution, private banking and external asset manager’s services, which includes retail, private banking, financial advisors, family offices, FoF, pension funds, central banks and sovereign funds. Fully quadrilingual, always entering in new markets like Swiss Romandie, Iberia & Latam, leading all business development steps such as, project analyze, project management, business plan preparation, prospection, negotiation, advising and supporting client’s needs. Rigorous and versatile, used to work and collaborate with different departments and teams in a very demanding and changing environment, while respecting the institutional framework and maintaining constructive and solid relationships over the long term.
Werdegang
Berufserfahrung von Amancio Perez
Bis heute 2 Jahre und 9 Monate, seit Okt. 2021
Marketing & RFP
Pictet Asset Management
2 Jahre und 11 Monate, Sep. 2016 - Juli 2019
Senior Sales Manager
Quaero Capital
Responsible for developing from inception fund distribution network. Identified prospect clients in each markets and segments (international and local platforms, banks, IAF’s, FoF, pension funds and single/multifamily offices). Prospected with “third party marketers”. Liaised with lawyers and regulators with respect to fund registration and distribution. Organized roadshows and presentations in cities in collaboration with EFPA, the Spanish delegation of the European Financial Planners Association.
2 Jahre und 4 Monate, Juli 2013 - Okt. 2015
Senior Sales Manager
Banque Pictet & Cie SA
Responsible for developing private banking commercial activity in Latam, Swiss Romandie (Hispanic EAM's) and Portugal markets with single/multifamily offices, independent / external asset managers, financial advisors and banks. Promoted the products and all the banking services of the Group, such as global custody, trading solutions, IAM platform, family office services, tailored investment solutions such as Luxembourg Sicav/SFI and Bahamian funds, research, international asset allocation solutions.
10 Jahre und 5 Monate, März 2003 - Juli 2013
Senior Sales Manager
Pictet Asset Management
Participated in the setting up of a local office in a distribution priority market. Business development and acquisition of clients in Iberia and Latam markets: Negotiated distribution agreements with +50 clients. Liaised with local lawyers and headquarters, as well as local regulators. Developed local support to clients for fund distribution, in the form of one-to-one in order to achieve substantial sales, representing CHF 2Bn AUM. Supervised local sales & marketing team of 5 people.
3 Jahre und 10 Monate, Mai 1999 - Feb. 2003
Sales Manager
Pictet Asset Management
Responsible for developing from inception fund distribution with Swiss Romandie Hispanic EAM's and entering in Spain, Portugal, Andorra, Chile, Argentina and Brazil. Creation of a substantial and profitable business justifying the opening of a representative office in Madrid, Spain. Liaised with regulators with respect to fund distribution issues. Identified +80 prospect clients in each market. Negotiated and signed +20 distribution agreements with these clients, including a local representative.
7 Monate, Okt. 1998 - Apr. 1999
Mutual Fund Marketing
Pictet Asset Management
Training in London "factory" with fund managers in asset management and marketing support.
3 Jahre und 8 Monate, Feb. 1995 - Sep. 1998
Assistant Sales Manager
Pictet Asset Management
Founding member responsible for the sales administration of fund distribution at the newly created company Pictet Asset Management.
Ausbildung von Amancio Perez
2007 - 2008
Chartered International Investment Analyst CIIA
Fundación Estudios Financieros
Sprachen
Französisch
Muttersprache
Spanisch
Muttersprache
Portugiesisch
Muttersprache
Englisch
Fließend
Italienisch
Gut
Deutsch
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