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Christian Oziel Nuñez Jimenez
Investment Specialist Private Banking @Banregio
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WORK HISTORY
Investment Specialist Private Banking @Banregio
San Pedro Garza García, MX
Lead and provide strategic guidance to the Private and Wealth Management segment, overseeing a team of 30+ bankers specializing in financial asset management- Generate and implement new strategies to attract new clients and investments based on the current economic outlook- Provide tailored advice based on client\'s profile and needs regarding their assets- Provide ongoing training to the team on the macroeconomic outlook and investment products- Coordinate and manage investment products such as bonds, stocks, structured notes, derivatives, commodities, debt securities, investment funds, among others- Resolve conflicts in operational processes.
EDUCATION
EGADE Business School del Tecnológico de Monterrey
Master’s Degree in Finance
The University of British Columbia
Master's degree
Universidad Autónoma de Nuevo León
Bachelor's degree, International Business.
ABOUT CHRISTIAN OZIEL NUÑEZ JIMENEZ
As a UHNWI Investment Counselor i have led experienced teams guiding banking…
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