Juan Javier Dominguez
Private Banking - Assistant Manager @IDB Bank
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WORK HISTORY
Private Banking - Assistant Manager @IDB Bank
Aventura, FL, US
EDUCATION
University of Miami
Bachelor of Business Administration - BBA
Florida International University
Master of Business Administration - MBA
ABOUT JUAN JAVIER DOMINGUEZ
Detail-oriented and bilingual finance professional with Series 7, 66, and SIE licenses, bringing proven expertise across both operational and advisory roles in the wealth management sector. Most recently at BCI Miami, I led complex client operations—executing trades, onboarding high-net-worth international accounts, and optimizing KYC/AML workflows—while serving as a key liaison between advisors, compliance, and internal banking teams. My hands-on command of CRM platforms like Salesforce, Global Radar, Laserfiche, and Morningstar enabled me to manage investment proposals and client documentation with precision. Prior to that, I provided tailored financial guidance at UBS, supporting clients through onboarding, goal-based planning, and product integration.
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