Gilberto Hernández Callejas
Finacial Advisor
CDMX
Summary
Dynamic Financial and Business Advisor offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management, with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
28
28
years of professional experience
13
13
years of post-secondary education
8
8
Certifications
Work History
Senior Account Manager
Exante LTD
07.2023 - Current
- Promoting B2B and B2C International Broker Platform, mainly to institutional clients
- Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions
- Sold new products and services and developed new accounts to maximize revenue potential
- Analyzed key competitors to respond to competitive threats
- Contributed to annual revenue goals by selling new services and developing new accounts
- Developed and implemented strategies to increase client retention
- Educated clients on new products or services to increase customer engagement with brand
- Identified key entry points to enhance market penetration and maximize returns
- Mentored junior account managers, fostering their professional growth and skills development within the company
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration
Director of Finance
Pahale Group
04.2022 - 02.2023
- Instituted best practices in financial management processes by conducting regular reviews of procedures, policies, and systems for continuous improvement opportunities.
- Successfully managed multiple, concurrent projects by prioritizing tasks and allocating resources efficiently.
- Improved internal controls and risk management strategies to safeguard company assets and minimize potential losses.
- Managed finance team, providing guidance and mentorship to foster professional growth and development.
- Optimized cash flow management through diligent monitoring of receivables, payables, and investment activities.
Financial Advisor
Pahale Group
11.2021 - 04.2022
- Developed comprehensive financial plans for company to achieve short-term and long-term goals.
- Improved Group credit scores by developing personalized financial strategies and debt management plans.
- Negotiated with creditors on behalf of Group to arrange for payment adjustments, interest rate reductions, or payment plans.
- Assisted Group in obtaining loans for various purposes, resulting in increased loan approvals and board satisfaction.
Wealth Management Advisor
Sura Investment Management
01.2020 - 01.2021
- Promoting investment services to UHNW clients, based on institutional strategies, for local and offshore asset management
- Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
- Managed client portfolios of stocks, bonds, bank accounts and property documents.
VP Financial Advisor
Scotia Wealth Management México
10.2018 - 11.2020
- Managing and promoting global Wealth Management services to UHNW clients and Private Banking within top clients segment in México with local and offshore assets
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals
- Engaged prospective clients in effort to build and develop new business opportunities
- Facilitated presentation and recommendation of services by optimizing client relationships
- Crafted suitable financial strategy for each client based upon their needs and future goals
Stock Exchange Promotion Manager
Interacciones Casa De Bolsa
04.2017 - 09.2018
- Manage investment portfolio within Private, UHNW and Institutional clients, trading stocks, funds, private and government bonds
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty
- Discussed financial options with clients and provided informed suggestions
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
Assistant Vice President Banca Patrimonial
Banco Nacional De México
12.2013 - 03.2017
- Asset management to HNW and Private clients, debt and equity trading with global strategies, team leader with team of 4 Senior, and 4 Junior Bankers, also 2 Middle Officers and 2 Back up Bankers
- Reviewed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
- Identified partnership opportunities and established favorable business connections.
- Assessed employee performance and developed improvement plans.
- Advised customers of products and services and assisted bankers in delivering superior customer service.
Select Investment Advisor
Banco Santander México
01.2013 - 12.2013
- Managed team up to 20 commercial retail managers and 10 Investment promoters in order to stablish global investment strategy for clients
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Met with clients to generate new business and negotiate contracts.
- Presented financial plans and investment recommendations to clients.
- Advised clients on investments, retirement and estate planning.
- Implemented exit strategies for clients to transition out of investments.
Sr Advisor
Actinver Casa De Bolsa
04.2010 - 12.2012
- Asset management and trade within own clients on equity, debt markets, mutual funds and ETFs trading, stablish investment portfolios to clients on HNW and Private Banking clients
- Assessed investment portfolio and made recommendation to speak with financial advisor based on financial position and goals.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
Investment and Risk Management Manager
Banco Nacional De México
03.2008 - 04.2010
- Managing Investment portfolio to Corporate and Institutional segments , focused on transnational clients with investment over to 20 million MXN
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Modeled and simulated potential investments to gauge returns and diversify portfolios.
- Devised and implemented hedging strategies to decrease investment risks.
- Investigated market changes and devised approaches to take advantage of emerging opportunities.
- Assessed financial data and determined suitable actions for investments.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Cross-trained existing employees to maximize team agility and performance.
- Mentored 8 members team for career advancement, managed budgets and allocated resources to maximize productivity and profitability of all team members
Citigold Relationship Banker
Banco Nacional de México
07.2006 - 02.2008
- Client Account Management, reviewing Citigold clients need, asset allocation, increasing product penetration for assigned client base, global investment advisory managed over 150 clients base
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Adapted products and services to suit customers' changing financial circumstances.
- Analyzed customers' financial information to deliver personalized account guidance.
Relationship Banker
Banco Nacional de México
01.2003 - 06.2006
- Retail banking promoter, for assigned client base, promoting credit and banking accounts to retail clients, performing outstanding results, being sales leader for tree years
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database
- Resolved customer complaints and disputes to maintain satisfaction and loyalty
- Assisted customers with completing required forms for opening and closing bank accounts
- Implemented strategies to increase customer retention, enabling investment growth
- Facilitated customer transactions, including deposits, withdrawals and transfers
Education
Banking And Finance
Escuela Bancaria Y Comercial
CDMX 01.2007 - 01.2015
Architecture
Universidad Nacional Autónoma De México
CDMX 01.1996 - 01.2001
Skills
Asesor en estrategias de inversión (AMIB Figura 3)
Private Banking
Asset Managememt
New Business Development
High net worth individuals
Partnership Development
Client Relationship Management
Teamwork and Collaboration
B to B sales
Cash Flow Management
Compliance Monitoring
Investment Management
Team Collaboration
Fraud prevention
Financial analysis and reporting
Languages
Spanish (Native)
English TOEFL ITP
Certification
AMIB-1 Promotor de Sociedades de Inversión
Timeline
Adminstración de tesoreria - IMECAF
08-2024
Senior Account Manager
Exante LTD
07.2023 - Current
Director of Finance
Pahale Group
04.2022 - 02.2023
Financial Advisor
Pahale Group
11.2021 - 04.2022
Wealth Management Advisor
Sura Investment Management
01.2020 - 01.2021
VP Financial Advisor
Scotia Wealth Management México
10.2018 - 11.2020
Stock Exchange Promotion Manager
Interacciones Casa De Bolsa
04.2017 - 09.2018
Assistant Vice President Banca Patrimonial
Banco Nacional De México
12.2013 - 03.2017
Diplomado de Análisis Técnico y Bursátil - IMECAF
03-2013
Select Investment Advisor
Banco Santander México
01.2013 - 12.2013
Seminario de Analisis Técnico Bursátil - IMECAF
05-2012
Coaching Personal - AIAC
02-2011
Sr Advisor
Actinver Casa De Bolsa
04.2010 - 12.2012
Teoria de Portafolio IMECAF
03-2010
Investment and Risk Management Manager
Banco Nacional De México
03.2008 - 04.2010
Banking And Finance
Escuela Bancaria Y Comercial
01.2007 - 01.2015
Citigold Relationship Banker
Banco Nacional de México
07.2006 - 02.2008
AMIB-2 Promotor de Valores
06-2006
AMIB-3 Asesor en estrategias de inversion, apoderado para arbitraje internacional
06-2006
AMIB-1 Promotor de Sociedades de Inversión
06-2003
Relationship Banker
Banco Nacional de México
01.2003 - 06.2006
Architecture
Universidad Nacional Autónoma De México
01.1996 - 01.2001