Chief Operating Officer
As Chief Operating Officer at Mora Wealth Management Zurich, Jaime Moreno is the responsible for overseeing the day to day operations of the Firm, developing and executing projects and operating procedures to support overall company policies and objectives, and guaranteeing an appropriate control of the financial, regulatory and reporting activities both in the Zurich and Uruguay locations.
With an extensive experience in management and international private banking, he delivers a high level of customer relations and service while ensuring compliance with the company policies and procedures.
Showing a solid track record on the Risk, Project Management, Operational Tax and Middle Office functions, he held different management positions in other financial entities such as BBVA, Merrill Lynch Bank of America or Julius Baer prior to joining Mora Wealth Management.
Jaime has a Masters degree in Business Administration (MBA) with a specialization in Finance granted by the Universidad Autónoma de Madrid and also holds the General Certificate of ICMA.