Citi Private Bank, Director, Private Banker For Mexico
CurrentDrive relationships with UHNW clients with a book of USD 4B in AUMs. Recognized and capitalized new business opportunities, by cross selling of investments, banking, lending, trust and planning solutions to generate over USD 9MM in annual revenues. • Responsible for providing best in class investment solutions to over 50 UHNW relationships• Identify prospects and achieve new client acquisition, developing regional partnerships to discover market opportunities and foster brand… Show more Drive relationships with UHNW clients with a book of USD 4B in AUMs. Recognized and capitalized new business opportunities, by cross selling of investments, banking, lending, trust and planning solutions to generate over USD 9MM in annual revenues. • Responsible for providing best in class investment solutions to over 50 UHNW relationships• Identify prospects and achieve new client acquisition, developing regional partnerships to discover market opportunities and foster brand recognition in underserved regions.• Develop world-class client experience to become the preferred clients’ advisor. Show less