Juan Gómez-Millán Trueba

Senior Wealth Manager at Indosuez Wealth Management

Juan Gabriel is currently an Analista de Negócios at Sebrae-SP, specializing in process optimization through the restructuring of business flows and the automation of tasks. Responsibilities include developing and implementing innovative programmatic solutions to enhance internal processes. Previously, Juan worked as a Specialist in Sales and Marketing at AquaCarpas, focusing on customer service and managing digital marketing campaigns. Additionally, experience as an Assistant in IT at DI Assessoria em Informática involved equipment maintenance and system security. Juan is pursuing a Bachelor's degree in Mechatronics, Robotics, and Control and Automation Engineering at UniCesumar, with another ongoing degree at Universidade Paulista in the same field.

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São José do Rio Preto, Brazil

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Indosuez Wealth Management

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Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 10th largest bank in the world based on balance sheet (The Banker 2022). With more than 145 years of experience serving families and entrepreneurs around the world, Indosuez Wealth Management offers a tailored approach that enables our clients to protect and develop their wealth according to their aspirations. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and professional assets. Recognised for its international dimension and human scale, Indosuez Wealth Management employs nearly 3,000 people in 10 locations around the world, in Europe (Belgium, France, Italy, Luxembourg, Monaco, Spain and Switzerland), Asia-Pacific (Hong Kong SAR, New Caledonia and Singapore) and the Middle East (United Arab Emirates). With 130 billion euros in assets under management (as of 31/12/2022), Indosuez Wealth Management is one of the world's leading wealth management companies. The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth Management, the Principality’s leading bank. Its roots go back to 1922, the year it was founded by major Monegasque families, some of whom still hold nearly 30% of its capital. In 2022, CFM Indosuez Wealth Management celebrated its 100th anniversary and was voted the best bank in the Principality by the international magazine Global Finance for the sixth consecutive year. #Indosuez #WealthManagement #WealthandBeyond #ArchitectsofWealth #CFMIndosuez #CFM #wealth


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Headquarters

Paris, France

Employees

1,001-5,000

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