Mexico City, Mexico

- Manage a portfolio of high-net-worth clients, providing tailored financial strategies that include investment management, estate planning, and tax optimization.
- Develop personalized retirement plans to ensure financial security for clients, leveraging a deep understanding of pensions, annuities, and market trends.
- Conduct financial workshops and seminars, educating clients on wealth-building strategies and financial literacy.
- Collaborate with legal and tax professionals to create comprehensive financial plans that align with clients’ long-term objectives.
- Consistently recognized for exceeding client satisfaction metrics and achieving business growth targets.

Mexico City, Mexico

- Advised a diverse client base on financial planning, investment options, and risk management strategies, achieving a 95% client retention rate.
- Provided portfolio analysis and rebalancing services to optimize client returns while minimizing risks.
- Conducted in-depth reviews of client financial situations to recommend savings plans, insurance products, and tax-efficient investment options.
- Increased revenue by 30% year-over-year through strategic business development and client acquisition initiatives.

Mexico City, Mexico

- Supported senior advisors in preparing client financial statements and analyzing investment opportunities.
- Assisted in creating customized retirement plans and life insurance strategies for clients.
- Developed reports on market trends and their impact on client portfolios.