Juan Arce

Managing Partner & Founder at Aquasphere Group
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US
Languages
  • English Full professional proficiency
  • Spanish Native or bilingual proficiency
  • German Elementary proficiency
  • Portuguese Limited working proficiency

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Credentials

  • Series 7 License
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Aquasphere Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner & Founder
      • 2009 - Present
  • FCS Asset Management
    • Malta
    • Investment Management
    • 1 - 100 Employee
    • Partner
      • 2019 - Present
  • Banco Madrid
    • Spain
    • Banking
    • 1 - 100 Employee
    • Head of Madrid & Balearic Island
      • 2014 - Aug 2015

      Heading the private bankers teams in Madrid and Balearic Island. Member of the Board of Directors. Heading the private bankers teams in Madrid and Balearic Island. Member of the Board of Directors.

  • BANCO FINANTIA
    • Portugal
    • Banking
    • 100 - 200 Employee
    • Sales and Private Banking Managing Director
      • 2003 - 2014

      Business development and relationship management for high net worth wealth management. Coordinating the Iberian offices. Growth consolidation of a significant customer base and management consultancy. Creating commercial network of agents and financial advisors. Signing and implementation of agreements. Developed new sales growth opportunities and involved in successful new sales deals. Member of the Board of Directors. Business development and relationship management for high net worth wealth management. Coordinating the Iberian offices. Growth consolidation of a significant customer base and management consultancy. Creating commercial network of agents and financial advisors. Signing and implementation of agreements. Developed new sales growth opportunities and involved in successful new sales deals. Member of the Board of Directors.

  • Banesto
    • Spain
    • Banking
    • 700 & Above Employee
    • Team Manager Banesto Banca Privada
      • 2002 - 2003

      Tailored financial advisory to an individuals client portfolio. Contacting new clients, offering the Company´s full service portfolio. Tailored financial advisory to an individuals client portfolio. Contacting new clients, offering the Company´s full service portfolio.

  • FINANZAS PATRIMONIALES SGC
    • Portfolio Manager
      • 1999 - 2002

      Monitoring client performance and market activities. Conducting risk profile assessments and create model portfolios. Preparing regular investment reports. Monitoring client performance and market activities. Conducting risk profile assessments and create model portfolios. Preparing regular investment reports.

Education

  • Universidad CEU San Pablo
    Master’s Degree, Business Administration
    1995 - 1999

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