Ximena Muñoz Mora
Guadalajara
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
6
6
years of professional experience
Work History
Financial Advisor
FINARQ
08.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Supervisor of Operations
MORSIER Agencia De Viajes S.A De C.V
01.2019 - 08.2023
- Evaluated staff performance regularly, offering constructive feedback designed to promote growth within their roles.
- Managed scheduling and workload distribution, maximizing productivity without overwhelming team members or compromising quality of work.
- Achieved high levels of customer satisfaction with consistent attention to detail and effective communication skills.
- Established clear expectations for team members, fostering a positive work environment through open communication and accountability.
- Enhanced operational efficiency by streamlining processes and implementing best practices in the workplace.
- Adapted quickly to changing business needs, ensuring the operations team was always prepared for any shifts in demand or industry trends.
Education
BBA - Finances
Tecnológico De Monterrey
Guadalajara, Jalisco, Mexico06-2025
International Experience - Finances
CUNEF
Madrid, Spain06-2024
High School Diploma -
CERA Iteso
Atotonilco El Alto, Jalisco, Mexico07-2019
Skills
- Microsoft Excel proficiency
- Client management
- Comparable company analysis
- Confidentiality handling
- Analytical mindset
- Industry analysis
- Proactivity
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Multitasking Abilities
Timeline
Financial Advisor
FINARQ
08.2023 - Current
Supervisor of Operations
MORSIER Agencia De Viajes S.A De C.V
01.2019 - 08.2023
BBA - Finances
Tecnológico De Monterrey
International Experience - Finances
CUNEF
High School Diploma -
CERA Iteso
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