Triathlon

Business

Traveling

Food

Dogs

Born in Santiago, Chile, from an early age I enjoyed the trials and gifts of a multicultural upbringing. This formative experience taught me valuable lessons in human interactions and gave me the tools to develop successful intercultural relationships. I am a highly motivated, goal-oriented team player, who thrives in the search of solutions for every challenge presented. I have two passions in my life; first, for innovation and disruptive technology. Secondly, my love for endurance sports. Being a competitive age group triathlete has fuelled my drive, tenacity and dedication. // ’19 Ironman 140.6 Hawai'i World Championship // ‘17, ‘18, ‘19 & ’20 Ironman 70.3 World Championship // ’18 Marathon Des Sables Finisher. 

Director

- Successfully led the regulation process under the Financial Conduct Authority in the United Kingdom. Currently approved for FCA functions: CF1 (Director) & CF30 (Customer Function).
- Management of all U.K. companies within the group.
- Responsible for complying with all FCA and HMRC regulations
- Successfully built and currently manage a 5-person compliance, operations and sales team in UK.

Director / Chief Operations Officer 

- Charged with global expansion project: Capitaria UK. 
- Oversee regulatory and legal aspects for FCA regulation process. 
- Setting up operations and management in the UK, and implementing critical procedures for the launch of new businesses or subsidiaries.

Business Development Manager

- Administration and portfolio management of high net worth clients, with the aim of capturing and placing new products in Private Banking & maintaining profitability of portfolios.
- Development of long term relationships with clients. 
- Generate new business opportunities and investment to the Bank. 

Wealth Management Private Banker

- Generate business opportunities through the incorporation of new institutional partners.
- Development and execution of commercial action plans (sales, customer service, marketing) oriented to fulfil the department’s quantitative and qualitative objectives. 
- Achieving demanding results through performance indicators established by the Institutional General Manager in each of the products of both the stock brokerage and trading businesses for each of the subsidiaries (Chile, Uruguay, Peru, LATAM).

Institutional Sales Executive LatAm

- Set Company Record for obtaining the most clients in one month. 
- Successfully achieving demanding monthly and yearly goals (KPI). 
- Investment management through different financial instruments, such as CFD’s: Foreign Exchange, Commodities, American Stocks, European Stocks, Japanese Stocks, Stock Indices, ETF’s. 

Senior Sales Executive

- Maintaining and developing relationships with existing customers. 
Cold calling to arrange meetings with potential customers.

Project Analyst

Find out detailed information about Philip Billikopf,  in Oceanside, CA

Philip Billikopf: in Oceanside, CA

Philip Billikopf