Years of experience: 16

Fx cross border paymentsProject CoordinatorService Quality ManagerCustomer Retention SpecialistClient Relations SpecialistCustomer Success Manager

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Anayensi's Career Path
Director – FX, Payments & Cross-Border Banking | Corporate & HNW ClientsJul. 2013 -
Aug. 2025
Intercam BancoDirector – FX, Payments & Cross-Border Banking | Corporate & HNW Clients
Puerto 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 re...
Senior Premier Account Manager – Wealth & Private BankingJun. 2011 -
Jan. 2012
HSBCSenior Premier Account Manager – Wealth & Private Banking
• 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.
Brokerage Operations & Business Development ManagerAug. 2008 -
Jun. 2011
Intercam BancoBrokerage Operations & Business Development Manager
Puerto 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 ...

Anayensi's Posts

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    Cómo puedo ayudarte

    • Drive revenue and value clients for banks • Over 12 years of experience, top 100 Intercam recognition for 5 consecutive years • Manage AUM over $400M (MXN) , FX flows $100M+ (USD) • Lead teams, work with stakeholders on regulatory compliance

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    Personas que estoy buscando

    • Seeking banks and fintech clients • Interested in generate HNW and FX revenue • Aiming for clients ready to engage • Open to collaborations

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    Experiencia y Casos

    • Top executive at Intercam for 5 years • Managed significant AUM investments • FX flows over $100M, 7-figure USD revenue • Clients: Automotive, hospitality, construction, furniture industries • HNW customers in Canada, USA, Latam

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    How to contact

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