Julius Baer
Paola Rojas Torres is an experienced financial professional currently serving as a Director at Julius Baer since February 2017, where responsibilities include acquiring new External Asset Managers, providing customer service, evaluating business risks and opportunities, and managing client account transactions. Prior roles include Director Asociado and Private Banking Executive Assistant at Julius Baer, and Private Banking Assistant at CA - Indosuez Wealth Management. Paola has a strong educational foundation with certifications in Wealth Management, Investments and Finance, and various language qualifications. Notable skills include client relationship management, operational support, and compliance.
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Julius Baer
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For more than 130 years, we at Julius Baer have managed our clients’ wealth and served them as trusted, truly personal and holistic advisors. With our roots as a family business, we know the value of long-term relationships, and the challenges and opportunities of growing wealth, protecting it, and passing it on. In all we do, we are inspired by our purpose: creating value beyond wealth.