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José Luis Boix

Investor

Private Banker at Creand Wealth Management – Family Office

Valencia

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About

Private banker with 15 years in the finance sector, holding a degree and MBA in business administration from IE Business School.

Experience

  1. Creand Wealth Management (Banco Alcalá, S. A.)Senior Private Bankercurrent2022 — present
  2. Degroof PetercamSenior Private Banker at DEGROOF PETERCAM2016 — 2022
  3. Indosuez Wealth ManagementPrivate Wealth Manager2013 — 2016Valencia, Spain
  4. Banco SantanderPRIVATE BANKING2008 — 2013
  5. Atlas CapitalJunior Investment Banking2007 — 2008

Skills & more

Investment Banking8Private Banking8Banking2Corporate FinanceFinancial Markets4Portfolio Management2Capital Markets1Financial Analysis1Investments3Valuation1DerivativesEquities1
+8 moreCaptación de clientesRelaciones con los clientesGestión de cuentasGestión de ventasBases de datos CRMGestión de relaciones con atención al cliente (CRM)NegociaciónAptitudes para la comunicacion

From José's professional profile.

Colleagues at Creand Wealth Management – Family Office

Adolfo Roldán
Head of Key Clients at Creand Wealth Management – Family Office
Álvaro Ximénez de Embún
Director of External Networks at Creand Wealth Management – Family Office
Cristina Carreras
Private Banker at Creand Wealth Management – Family Office
Daniel Fernández
Private Banker at Creand Wealth Management – Family Office
David Bernardos
Private Banker at Creand Wealth Management – Family Office
Eduardo Cobián
Product Development Manager at Creand Wealth Management – Family Office
Eduardo José García Lorenzo
Private Banker at Creand Wealth Management – Family Office
Esther del Rincón Sinis
Business Development and External Networks Manager at Creand Wealth Management – Family Office

Frequently asked questions

Who is José Luis Boix?
Private banker with 15 years in the finance sector, holding a degree and MBA in business administration from IE Business School.
Where does José Luis Boix work?
José Luis Boix is Private Banker at Creand Wealth Management – Family Office.
Where did José Luis Boix go to school?
José Luis Boix studied at IE Business School (MBA); IE Business School; EFPA, European Financial Planning Association.

Same school

Shared employers