Lara Duarte
I am a finance professional with experience in the private banking sector, specializing in prospecting, consultative advisory, and managing high-net-worth client portfolios.
About
I am a finance professional with experience in the private banking sector, specializing in prospecting, consultative advisory, and managing high-net-worth client portfolios. I am skilled in developing investment strategies that align with each client’s unique risk profile, financial goals, and market outlook. Additionally, I enjoy enhancing brand visibility by creating impactful digital content that drives engagement and adds value.
With a background in marketing and hands-on experience in social media, I combine financial expertise with creative digital strategies to build strong client relationships and boost online presence. I’m passionate about aligning my skills with strategic goals to deliver meaningful results.
- 2 years' experience
- Joined July 2025
Languages
- EnglishAdvanced
- GermanBeginner
- Spanish; CastilianBeginner
Industry experience
- Financial Services
- Professional Services
- Media & Entertainment
- Education
Work experience· 6 roles
Developed and implemented digital strategies aligned with brand positioning and values. Created editorial calendars and produced educational content on financial markets. Strengthened online authority and generated qualified leads. Wrote scripts for videos to boost engagement on social media.
Prospected and managed high-net-worth clients within the private banking segment. Delivered high-standard, consultative service to ensure an exceptional client experience. Structured investment strategies aligned with each client’s goals and risk profile. Conducted periodic portfolio rebalancing and recommended adjustments to optimize performance.
Developed and implemented digital strategies aligned with brand positioning and values. Created editorial calendars and produced educational content on financial markets. Strengthened online authority and generated qualified leads. Wrote scripts for videos to boost engagement on social media.
Education
Certifications and awards· 8
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