ENRIQUE ZAMBRANO
Tijuana
Summary
Dynamic financial executive with over 13 years of expertise in foreign exchange (FX), international payments, and corporate client portfolio management, complemented by a strong track record in high-performance sales leadership. Proven ability to drive growth in FX portfolios and optimize cross-border payment flows for corporate clients across multiple regions. A solid foundation in financial advisory and investment services enhances the capability to develop teams and foster client relationships effectively. Bilingual proficiency in English and Spanish enables seamless communication in diverse markets.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Regional Director – Corporate Sales (FX & Investment Services)
Actinver Casa de Bolsa
03.2024 - 09.2025
- Led operations across three regional branches, overseeing corporate sales, FX trading services, and investment advisory.
- Managed a team of 12 senior sales executives and promoters.
- Grew the regional FX client portfolio.
- Oversaw international payments and FX transactions exceeding USD 8M monthly.
- Increased regional revenue.
- Led regional strategy development to enhance market penetration and client engagement.
- Mentored junior staff, promoting professional development and enhancing team capabilities.
- Directed cross-functional teams to implement compliance and risk management initiatives across operations.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Established team priorities, maintained schedules and monitored performance.
- Achieved notable improvement in brand recognition through execution of targeted public relations and community engagement initiatives.
- Developed and executed successful business plans, resulting in increased market share and profitability.
- Delivered comprehensive training programs to build highly skilled teams capable of delivering on company goals and objectives.
- Spearheaded expansion into new territories, conducting thorough market research to identify opportunities and devise entry strategies.
- Collaborated with cross-functional teams to develop new products and services, meeting customer demands while driving revenue growth.
Deputy Director – Corporate Promotion (FX & Investments)
Vector Casa de Bolsa, S.A. de C.V.
11.2015 - 03.2024
- Managed a large portfolio of corporate customers in FX trading and international payments.
- Led a team of 20+ corporate advisors.
- Executed cross-border FX transactions and wire payments to more than 25 countries.
- Improved client retention above 92%.
- Led strategic initiatives to enhance operational efficiency and client satisfaction.
- Directed cross-functional teams to optimize financial product offerings and market strategies.
- Analyzed market trends to inform investment decisions and risk management protocols.
- Developed comprehensive training programs to elevate team performance and compliance standards.
- Established key performance indicators to monitor and improve departmental outcomes.
- Collaborated with executive leadership to formulate long-term business strategies and goals.
- Mentored junior staff, fostering professional growth and knowledge transfer within the organization.
- Fostered a positive work environment by promoting collaboration, transparency, and open communication among team members.
- Developed strategic plans to achieve organizational goals, ensuring alignment with company''s mission and vision.
- Monitored performance metrics, analyzing trends to identify areas requiring attention or improvement.
- Collaborated with other department heads to ensure smooth functioning of organizational activities.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
FX Advisor / International Payments Specialist
Banco Monex
03.2012 - 11.2015
- Provided FX trading services to corporate clients.
- Coordinated international wire transfers with strong compliance.
- Built relationships with new corporate clients.
- Advised clients on investment strategies, aligning financial goals with market opportunities.
- Developed comprehensive financial plans, ensuring tailored solutions for diverse client needs.
- Analyzed market trends and economic data to provide actionable insights and recommendations.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Advised clients on risk management strategies to protect assets against market volatility.
Education
MBA - Finance
CETYS Universidad
Tijuana, MexicoBachelor's Degree - Business Administration
Universidad De Monterrey
Monterrey, MexicoSkills
- FX Trading & Execution
- International Payments
- Corporate Sales & Portfolio Management
- Regional Leadership & Team Development
- Risk Assessment & Financial Advisory
- Client Relationship Management
- Spanish (Native) English (Fluent)
- Talent acquisition
Certification
AMIB (Mexican Association of Securities Brokers) Financial Advisor Certification (FIG 3)
Timeline
Regional Director – Corporate Sales (FX & Investment Services)
Actinver Casa de Bolsa
03.2024 - 09.2025
Deputy Director – Corporate Promotion (FX & Investments)
Vector Casa de Bolsa, S.A. de C.V.
11.2015 - 03.2024
FX Advisor / International Payments Specialist
Banco Monex
03.2012 - 11.2015
MBA - Finance
CETYS Universidad
Bachelor's Degree - Business Administration
Universidad De Monterrey