Luis M. Chevez
Wealth Solutions Advisor @Citi
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WORK HISTORY
Wealth Solutions Advisor @Citi
Jacksonville, FL, US
Responsible for proactive investment and banking guidance/education, including account opening and asset gathering, providing exceptional service, making investment referrals, and managing and fulfilling banking and lending needs. Leverage knowledge in identifying channel and account solutions that best meet the client\'s needs, which may include digital investment platforms, centralized team-based advice, or dedicated advisory services.
EDUCATION
Nassau Community College
Associate of Science - AS, Business Administration
SKILLS
ABOUT LUIS M. CHEVEZ
Relationship Management Professional | Bilingual (English/Spanish)Client-focused advisor with 15+ years of experience supporting complex client relationships and delivering strategic, tech-enabled solutions across diverse markets. I specialize in simplifying decisions for customers, driving retention, and partnering with cross-functional teams to enhance customer experience and operational efficiency.Recognized for a consultative approach grounded in deep listening, calm execution under pressure, and the ability to translate client needs into actionable solutions. Experienced in supporting enterprise-level clients, optimizing onboarding processes, and contributing to digital workflow improvements across U.S. and Latin American markets.I’m passionate about leveraging technology, data-driven insights, and strong communication to create long-term value and support organizational growth.
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