Edgar David Novelo Aizpuru Email & Phone Number

Mexico City, Cdmx, Mx

Ciudad De México, México

Ciudad De México, México

México, Ciudad De México, México

*Leading a client based culture for the whole team in order to deepen relationships with clients and consolidate them with the institution. *Establish and lead the team with a strategic business plan focusing on active promotion and crossed sales practice in order to increase assets, income and be sure to meet the annual plans. *Create a Business environment with the team in order in order to persue common goals, responsabilities and team work. *Establish a commercial strategy with clients and advisors.*Deep knowledge of portfolio management in order to deliver UHNW & HNW (Ultra High Net Worth & High Net Worth) clients what they need and expect of exceptional client service experience. *Develop strong interpersonal skills in order to work with other business departments with in the institution to wider business opportunities.

Mexico City

*Lead, control and supervise the activities of advising and attracting new business through my team of advisors seeking to grow asset profitability and business sustainability.*Consolidate client relationships and great interpersonal skills that translates in distinguished client experience.

*Achieve and build a book of clients within Private Banking department.*Achieve an outstanding number in assets, income and new clients.*Portfolio management oriented to institutional estrategy. *Retain clients with excellent client experience, team work, and crossed sales within the institutions capabilities. *Develop strong relationships with family offices, clients, competitors and other areas.

*Ensure levels of productivity, profitability and quality service.*Strong Sense of responsibility in risk, operational and compliance control.*Deep knowledge for in-house products.*Mantain an up to date and strong knowledge of the financial markets and products offered by the institution. *Develop a strong sense for client experience.

*Be a safe support for the client manager.*Bring assistance in closing new clients.*Visiting branches in the city (25) in order to close new Private Banking clients.*Strong operational and administrative responsabilities.*Develop a strong sense for clients, sales, advisory and portfolio management.*Develop strong interpersonal skills inside and outside the institution.

Strategic Diagnosis Europe I & Ii, Business Administration, Management And Operations, Austria, Cz, Hun

Master In Finance & Business Administration -, Finance And Financial Management Services

Activities and Societies: EGADE Business School

Industrial Engineer, Financial Business & Administration, Member Of The Student Society