Nicolas Llosa Colmenar

Vice President & Client Relationship Officer, Wealth Management - Latin America at EFG Bank

Nicolas Llosa Colmenar began their work experience in 2015 as a Summer Analyst in Corporate & Investment Banking at BBVA, where they developed financial models and performed corporate valuations for Latin American companies. Nicolas continued their role as an Analyst at BBVA from September 2017 to January 2019, analyzing financial statements, meeting with corporate clients, and evaluating investment opportunities. In 2019, they worked as an Analyst in Asset Management at March Asset Management. From 2020 to 2023, they held various roles at UBS in Wealth Management, including Client Account Manager, Process & Quality Specialist, Authorized Officer, and Client Advisor. Currently, they are a Vice President & Client Relationship Officer at EFG International, focusing on Wealth Management in Latin America.

Nicolas Llosa Colmenar has a strong educational background in finance. Nicolas obtained a Bachelor of Business Administration (BBA) in Finance from IE Business School, where they studied from 2013 to 2017. In 2015, they also took a Financial Engineering and Risk Management course at Columbia University, further enhancing their knowledge in finance. In 2018, they attended the Corporate Finance Program - ICCF at Columbia Business School to deepen their understanding of corporate finance.

Apart from their formal education, Nicolas has obtained various certifications to enhance their professional skills. Nicolas is a certified Stock Brokers/Dealer, which they obtained from the Superintendencia del Mercado de Valores de Panamá in August 2021. Additionally, they are a Level I Candidate for the CAIA (Chartered Alternative Investment Analyst) certification, granted by the CAIA Association.

Outside of their finance education and certifications, Nicolas also holds a certification as a Professional Padel Player from A1 Padel Official, earned in September 2023.

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  • Vice President & Client Relationship Officer, Wealth Management - Latin America

    October, 2023 - present