Cosmin D.

Senior Partner @ OPES Family Office

About

Senior Partner at Opes Family Office, advising entrepreneurs, business owners and multi-generational families on wealth preservation, governance, succession planning and global investment strategies.With over 20 years of experience in Private Banking and Wealth Management gained at leading institutions including J. Safra Sarasin Zurich, Citibank, Raiffeisen Bank and Société Générale, I help families navigate increasingly complex financial decisions through an independent and holistic advisory model.At Opes Family Office, we act exclusively in the client's interest, coordinating relationships with private banks, tax advisors, legal professionals and other strategic partners to protect, grow and transfer wealth across generations.

Country

Romania

City

Bucharest

Industry

Banking

Skill

Servicii pentru clienți, Analiză financiară, B2C, Banking, Retail Banking, Loans, Credit, Credit Risk, Portfolio Management, Commercial Banking, Credit Analysis, Financial Risk, Credit Cards, Financial Markets, Cross Selling, Investments, Finance, Client Relations, Relationship Management, Private Banking

Experience

Senior Partner

OPES Family Office

2026-5 - Present · 5 mos

Bucharest, Romania

Director

J. Safra Sarasin

2023-5 - 2026-5 · 3 yrs 1 mo

Zürich, Cantonul Zürich, Elveția

Building relationships and managing a portfolio of High and Ultra High Net Worth clients. Delivering wealth management solutions: asset allocation, portfolio reviews, managed portfolios, investment strategy and wealth planning. Engaging in the development and expansion of J. Safra Sarasin’s private banking business.

Manager-Private Banking,Groupe Societe Generale

BRD - Groupe Societe Generale

2016-5 - 2023-4 · 7 yrs

Bucharest

Supervising and managing the branch team Ensure the achievement of targets and continuously increase the portfolio of clients Deliver banking and wealth management solutions to high net worth clients and prospects by analyzing their financial needs. Achieving monthly net profit for the branch

Relationship Manager at Friedrich Wilhelm Raiffeisen, Private Banking at Raiffeisen Bank Romania

Raiffeisen Bank Romania

2013-7 - 2016-5 · 2 yrs 11 mos

Bucharest

Provide highly personalized service through business development and relationship management with high net worth clients and businesses in assigned market segment. Provide knowledge on the evolution of both the local and international market of securities, collective investments and banking products Ensure the uniform integration of the wealth management products within the client’s investments strategy Ensure the achievement of targets and continuously increase of clients portfolio and assets uner management Overachieved investment targets in 2014 and 2015, winning the division’s annual Private Banking Conference prize.

Senior Relationship Manager-Wealth Management Division

Citi

2011-8 - 2013-6 · 1 yr 11 mos

Bucharest, Romania

Responsible for sales to top WM clients. Leading business discussions and negotiations. Achieved investment volume and revenue goals through customer acquisition Provides product information, actively seeking to acquire, deepen, retain and satisfy profitable relationships. Ensures the appropriateness of the sale of Citi proprietary and third party funds, structured products, bonds, etc. Overachieved the revenue target for 2012, winning the best Relationship Manager award.