Carlos Fernando Santana Acosta

Examiner
DISC Type : cs

Subdirector Patrimonial y privada at HSBC

Gustavo A. Madero, Mexico City, Mexico

Overview

Carlos Fernando Santana Acosta is the Subdirector for Patrimonial and Private Banking at HSBC, where he has built a significant career. He has progressed through roles like Premier Manager and Premier Executive, demonstrating expertise in wealth management. He holds a degree in Business Administration from the Universidad Nacional Autonoma de Mexico.

His career path showcases a dedicated and upwardly mobile trajectory within a single, globally recognized financial institution.

Personality Overview

Unexpressive

Overcautious

Late Adopter

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Wealth Management
His entire career progression at HSBC has been within the premier and private banking sectors, focusing on services for high-net-worth clients.
Private Banking
Currently holds the title of Subdirector Patrimonial y privada, indicating deep expertise in bespoke financial services and client relationship management.
Career Progression
Advanced from an executive to a managerial and now a directorial role, all within HSBC, highlighting a focus on long-term professional growth.

Media Appearances

Carlos has no verified media appearances

Work History

10-2019
Subdirector Patrimonial y privada at HSBC
1-2007 - 2-2011
Ejecutivo premier at HSBC
5-2006
Gerente Premier at HSBC Investments

Education

Lic. En Administracion de Empresas from Universidad Nacional Autonoma de Mexico

More Information

Social Presence :

Prographics :

Exp : 11 Location : Gustavo A. Madero, Mexico City, Mexico Job Level : N/A Designation : Subdirector Patrimonial y privada at HSBC
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Insights For Selling To Carlos Fernando

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos Fernando is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Carlos Fernando

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Carlos Fernando move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Carlos Fernando take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Carlos Fernando

Personality Compatibility


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