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Work Background
Intercam BancoDirector – FX, Payments & Cross-Border Banking | Corporate & HNW Clients
Jul. 2013 - Aug. 2025Puerto Vallarta, Jalisco, MéxicoStrategic leader in FX, payments, and cross-border banking, managing operations across LATAM, the U.S., and Canada. Focused on sustainable revenue growth, client retention, and operational efficiency through digital transformation and cross-functional collaboration. • Directed FX desk operations managing ~USD 100 million annual volume flow and generating consistent seven-figure MXN monthly revenue.
• Managed and expanded HNW and corporate client portfolios across Canada, the U.S. and LATAM
• Managed investment portfolios AUM exceeding hundreds of millions MXN
• Partnered with Compliance, Legal, Treasury, and Operations to enhance automation, increase STP rates, and reduce SWIFT returns through cleaner routing and data validation.
• Led go-to-market execution and cross-department collaboration for product launches including the Mastercard Multi-Currency Card, Digital FX App project, bridging product innovation with client adoption.
• Secured multi-entity corporate mandates, expanding deposits, investments, and recurring FX flows across international subsidiaries.
• De-risked onboarding/KYC frameworks by standardizing documentation and early data checks, improving time-to-revenue and compliance alignment.
• Supported clients across multiple industries, including hospitality, construction, food exports, automotive (U.S.), and manufacturing and export operations in Canada—optimizing payment rails, liquidity, and FX hedging strategies.
• Trained and guided advisory teams to enhance productivity, client satisfaction, and digital adoption.
• Recognized among the Top 100 Directors nationwide for leadership, performance, and contribution to business expansion.
HSBCSenior Premier Account Manager – Wealth & Private Banking
Jun. 2011 - Jan. 2012• Managed HSBC Premier Clients, including foreign nationals, coordinating with global HSBC teams.
• Designed tailored investment portfolios using mutual funds, ETFs, and insurance products.
• Increased client retention through personalized service and consistent portfolio follow-up.
Intercam BancoBrokerage Operations & Business Development Manager
Aug. 2008 - Jun. 2011Puerto Vallarta• Authorized representative responsible for executing investment fund operations and trading of stocks listed on the Mexican Stock Exchange (BMV) and the International Quotation System (SIC).
• Conducted buy and sell transactions in money markets and derivatives for high-net-worth clients and institutional accounts.
• Oversaw the daily investment operations of the branch, ensuring compliance with internal policies and regulatory frameworks.
• Provided clients with strategic investment advice aligned with market trends and risk appetite.
• Collaborated with product and treasury teams to structure tailored investment solutions.
• Led and trained staff in investment product knowledge and customer engagement best practices.
Scotia Casa de BolsaTrader & Private Banking Financial Advisor – HNW & UHNW Clients
Jan. 2007 - May. 2008México• Capital markets & trading: advised HNW on BMV/SIC equity/ETF orders; coordinated with trading desk for liquidity, pricing, and best-execution.
• Structured solutions & portfolios: designed structured deposits + mutual funds/fixed income; built/rebalanced allocations to risk/return goals.
• Compliance & suitability: applied KYC/AML and suitability; documented pre/post-trade checks to reduce operational risk.
• Sales & client growth: met/exceeded targets; expanded wallet share via cross-sell, market commentary, and proactive reviews.
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