Maria Jose De Opazo

Provided financial assessment, intermediation, and advisory services, offering clients a wide range of specialized options from trusted investment entities and leading international banks.

Led a team of six financial advisors for Madrid Capital, supervising all mortgage operations, including risk management, cross-selling, and signing agreements with realtors for large real estate companies.

Senior Wealth Advisor and planner for High Net Worth Individuals and Family Offices, offering comprehensive services to assess clients' needs and develop financial solutions, particularly concerning investments at portfolio level, as well as insurance, retirement, credit, and financing solutions.

Financial and tax advisor for high asset and institutional customers, responsible for financial planning, commercial prospecting, acquisition and retention of customer portfolio, and participation in analysis and investment committees.

Managed a large branch, meeting with business owners, companies, and wealthy prospects to contribute to the bank's growth. Designed the branch's business plan, built strong relationships with companies and private banking clients, and prepared economic reports based on the income statement.

Advisory position at BBVA's headquarters, responsible for generating new business and achieving goals. Designed and implemented a business plan and managed the private banking customer portfolio, creating rapport and identifying clients' most suitable investment needs.

Responsible for customer service and client guidance for the bank's product range, and submitting proposals of credit risk.

Law and Business degree (E-1) from Universidad Pontificia de Comillas (ICADE), Madrid, from 1999 to 2004.