Talk to sales Try for Free
Joseba Hidalgo

Joseba Hidalgo

Student Assistant Swim Coach

Followers of Joseba Hidalgo4000 followers
location of Joseba HidalgoGreater Madrid Metropolitan Area

Connect with Joseba Hidalgo to Send Message

Connect

Connect with Joseba Hidalgo to Send Message

Connect

  • Timeline

  • About me

    Private Banker at Banco Santander | Financial Advise, Asset Management & Investment Research

  • Education

    • IEB

      2020 - 2021
      Master of Science - MS Financial Markets and Asset Management 9.25 out of 10

    • Yale University

      2019 - 2021
      Online Specialization Financial Markets 97%

      Completed with honors.

    • EF International Language Campuses

      2017 - 2017
      English C1 Intensive Course English as Second Language

      Certificate taken at the Miami campus (FL, USA).

    • Grand Valley State University

      2014 - 2018
      Bachelor of Science - BS

      Activities and Societies: Alpha Sigma Phi Varsity Swim Team, 4x Conference Champion 2016 Dean’s List

    • Indian School of Business

      2019 - 2020
      Specialization Trading Strategies in Emerging Markets

  • Experience

    • Grand Valley State University

      Aug 2017 - Apr 2018
      Student Assistant Swim Coach

    • YMCA of Greater Grand Rapids

      Sept 2017 - Sept 2018

      • Swim Instructor

        Apr 2018 - Sept 2018

      • Lifeguard

        May 2018 - Aug 2018

      • Association Aquatics Intern/Coordinator

        Sept 2017 - Aug 2018

    • Sarasota City YMCA

      Sept 2018 - Aug 2019
      Lifeguard Coordinator

    • Sarasota Family YMCA

      Sept 2018 - Aug 2019

      • Aquatics Instructor Coordinator

        Sept 2018 - Aug 2019

      • Aquatics Specialist

        Sept 2018 - Aug 2019

    • ING España&Portugal

      Jul 2019 - Jun 2020
      Investment Banking Specialist

    • ADZ Trading Group LLC

      Jun 2020 - Aug 2021
      Financial Markets Analyst

    • Bankinter

      Aug 2021 - Jul 2022
      Junior Sales Executive

    • Santander

      Jul 2022 - now

      • Managing a portfolio of HNWI with +150 million euros in AUM, providing personalized wealth management and financial planning solutions.• Advising on a wide range of investment vehicles, including equities, bonds, mutual funds, structured products, and alternative investments, tailored to clients’ financial goals.• Building and maintaining strong client relationships, delivering bespoke strategies in asset allocation, tax planning, and retirement planning.• Collaborating with internal and external partners to offer comprehensive banking and investment services, consistently meeting performance targets. Show less

      • Associate, Private Banker

        Oct 2023 - now

      • Specialized Hub Relationship Manager

        Jan 2023 - Oct 2023

      • Select Relationship Manager

        Jul 2022 - Jan 2023

  • Licenses & Certifications

    • Customer Due Diligence

      ING España&Portugal
      Apr 2020

    • Creating a Portfolio

      Indian School of Business
      Jan 2020
      View certificate certificate

    • Advanced Trading Algorithms

      Indian School of Business
      Jan 2020
      View certificate certificate

    • Prevención y Blanqueo de Capitales

      ING España&Portugal
      Sept 2019

    • Normativa PSD2

      ING España&Portugal
      Sept 2019

    • Options Trading

      TD Ameritrade
      Feb 2019

    • Trading Algorithms

      Indian School of Business
      Jan 2020
      View certificate certificate

    • Certificación en Seguros – Nivel 2

      SANFI | Santander Financial Institute
      Oct 2022

    • Normativa FATCA

      ING España&Portugal
      Oct 2019

    • MiFID II – Markets in Financial Instruments Directive

      Cecabank
      Jan 2020

  • Honors & Awards

    • Awarded to Joseba Hidalgo
      Dean’s List of Distinguished Students Grand Valley State University Apr 2017
    • Awarded to Joseba Hidalgo
      GLIAC All-Academic Honor Great Lakes Intercollegiate Athletics Conference Feb 2016
    • Awarded to Joseba Hidalgo
      GLIAC Swimming and Diving Athlete of the Week Great Laker Intercollegiate Athletic Conference Oct 2014

  • Volunteer Experience

    • Meal Preparation

      Issued by Kids' Food Basket
      Kids' Food BasketAssociated with Joseba Hidalgo

    • Swim Instructor

      Issued by Sarasota Family YMCA on Aug 2018
      Sarasota Family YMCAAssociated with Joseba Hidalgo

    • Certified Phlebotomy Technician

      Issued by American Red Cross on Mar 2017
      American Red CrossAssociated with Joseba Hidalgo

    • Member

      Issued by Alpha Sigma Phi Fraternity on Jan 2016
      Alpha Sigma Phi FraternityAssociated with Joseba Hidalgo