- Mexico City, MX
- $15 /hr
- Available now
A Senior Financial Consultant at International Advisor in Mexico City, with an extensive track record and over 20 years industry experience, during which time, I have had the pleasuremore...A Senior Financial Consultant at International Advisor in Mexico City, with an extensive track record and over 20 years industry experience, during which time, I have had the pleasure of having worked in 3 different jurisdictions, London, Singapore and now Mexico.
Much of my career has been spent prioritizing client objectives and devising clear methodologies to help achieve these goals, providing peace of mind of a financially secure future. In addition to this, I take pride in adopting a holistic approach to investing by delivering a comprehensive range of value added services; this reinstates confidence and serves as an assurance that objectives have been well addressed and are reviewed regularly to ensure they remain on track.
Being results oriented in nature, with a forte for developing and implementing strategies, I have consistently delivered results even in the most volatile economic market conditions through the use of traditional and alternative non market correlated asset classes.
As a matter of principle, I spend time meeting with existing clients to review their portfolios and discuss any changes that need to be made given varying market conditions. This also involves the implementation of investment strategies for clients who hold existing investment portfolios issued by Royal Skandia (Old Mutual International), Allianz, Royal London,Friends Provident International, Zurich and Generali. A comprehensive review for each portfolio provides my clients with a range of investment options all designed to boost investment returns even during periods of global market volatility.
Throughout my career progression from, I have often surpassed company targets, while ensuring that my clients are being rewarded for their trust and the investment decisions they make.
If you wish to know more, please feel free to send me an email at firstname.lastname@example.org or via LinkedIn.
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