Leonardo Torres Email & Phone Number

Guadalajara, Jalisco, Mexico

· Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.· Answer clients' questions about the purposes and details of financial plans and strategies.· Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.·… Show more · Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.· Answer clients' questions about the purposes and details of financial plans and strategies.· Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.· Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.· Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.· Manage client portfolios, keeping client plans up-to-date.· Contact clients periodically to determine any changes in their financial status.· Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.· Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.· Investigate available investment opportunities to determine compatibility with client financial plans.· Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.· Monitor financial market trends to ensure that client plans are responsive.· Recommend financial products, such as stocks, bonds, mutual funds, or insurance.· Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances. Show less

Leon I, Guanajuato, Mexico

-Works with other departments such as accounting and engineering in order to brainstorm the idea of the product for the company’s satisfaction. -Coordinates all areas necessary in order to bring the product into the market, and develops financial operating plans to project profit and loss of a product. -Create and update management reports to track progress of product line, develop product descriptions and analyze performance of existing bank products. -Develops and… Show more -Works with other departments such as accounting and engineering in order to brainstorm the idea of the product for the company’s satisfaction. -Coordinates all areas necessary in order to bring the product into the market, and develops financial operating plans to project profit and loss of a product. -Create and update management reports to track progress of product line, develop product descriptions and analyze performance of existing bank products. -Develops and maintains key customer relations with internal business partners and vendor representatives, researches on competitive pricing and practices to ensure that the product remains competitive, and assures that the product has the highest quality of standard. -Monitor industry trends related to the products. Show less

Leon I, Guanajuato, Mexico

-Personnel management.-Promoting and marketing the branch and its products.-Meeting with customers and resolving any problems or complaints.-Ensuring there’s a high level of customer service.-Monitoring sales targets.-Reporting to head office.-Carrie out administrative and accounting duties in a financial institution by organizing and coordinating banking services.-Managing the bank’s operations team to deliver effective financial services… Show more -Personnel management.-Promoting and marketing the branch and its products.-Meeting with customers and resolving any problems or complaints.-Ensuring there’s a high level of customer service.-Monitoring sales targets.-Reporting to head office.-Carrie out administrative and accounting duties in a financial institution by organizing and coordinating banking services.-Managing the bank’s operations team to deliver effective financial services to clients.-Responsible for ensuring outstanding customer relations and high sales, as well as imbibing the bank’s service culture in all staff members through personal coaching and granting of bonuses and other incentives to motivate staff. Show less

San Luis Potosí

· Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.· Answer clients' questions about the purposes and details of financial plans and strategies.· Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.·… Show more · Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.· Answer clients' questions about the purposes and details of financial plans and strategies.· Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.· Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.· Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.· Manage client portfolios, keeping client plans up-to-date.· Contact clients periodically to determine any changes in their financial status.· Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.· Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.· Investigate available investment opportunities to determine compatibility with client financial plans.· Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.· Monitor financial market trends to ensure that client plans are responsive.· Recommend financial products, such as stocks, bonds, mutual funds, or insurance.· Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances. Show less

Querétaro, Mexico

-Carrie out administrative and accounting duties in a financial institution by organizing and coordinating banking services.-Managing the bank’s operations team to deliver effective financial services to clients.-Responsible for ensuring outstanding customer relations and high sales, as well as imbibing the bank’s service culture in all staff members through personal coaching and granting of bonuses and other incentives to motivate staff.

Querétaro, Mexico

-Create and enforce plans that will help meet the needs of customers.-Build long-term relationships with clients and customers.-Work quickly to address and resolve customer issues.-Notify the sales team of new sales and cross-selling opportunities.-Create strategies and work with clients.-Help promote and maintain a positive company image.

The person who receives or entertains guests socially, commercially, or officially. And detect business opportunities.

Querétaro, Mexico

Is a great job if you’re a sociable person as you’ll be meeting lots of new people every day

Licenciatura, Admón. De Rec. Turisticos

Master Of Business Administration (Mba), Especialidad En Finanzas