Cynthia Perez Aguilar

Questioner
DISC Type : c

Profesora de Catedra at Tecnológico de Monterrey

Cuajimalpa de Morelos, Mexico City, Mexico

Overview

Cynthia Perez Aguilar is the Head of Wholesale Risk Strategy and Portfolio Management at HSBC. With a long tenure at the bank in various credit analysis roles, she possesses deep expertise in IFRS9, reporting, and automated approvals. She is a graduate of Tecnológico de Monterrey.

Passionate about education and mentorship, Cynthia also serves as a professor at Tecnológico de Monterrey. She finds great fulfillment in developing young talent, inspiring her students in International Financial Management, and supporting female colleagues within HSBC.

She simultaneously holds a senior leadership position at a global bank while teaching the next generation of financial professionals.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Wholesale Risk Strategy
Leads the wholesale risk strategy, portfolio management, IFRS9, reporting, and automated approvals at HSBC, indicating deep expertise in this domain.
Developing Young Talent
Expresses immense pride in her students and enjoys mentoring graduates, showing a strong commitment to fostering the next generation of professionals.
International Finance
Teaches a class on International Financial Management and holds a degree in International Trade, highlighting this as a key area of knowledge.

Media Appearances

Cynthia has no verified media appearances

Work History

1-2025
Profesora de Catedra at Tecnológico de Monterrey
9-2024
Head of Wholesale Risk Strategy, Portfolio Management, IFRS9, Reporting & Automated Approvals at HSBC
2-2018
Subdirector Analisis de Credito MME at HSBC
8-2014 - 1-2018
Subdirector Analisis de Credito Global Banking at HSBC
12-2011 - 8-2014
Gerente Analisis y Aprobacion de Credito at HSBC

Education

2007 - 2009
Master from Tecnológico de Monterrey
2002 - 2006
Licenciatura en Comercio Internacional from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 18 Location : Cuajimalpa de Morelos, Mexico City, Mexico Job Level : Mid-senior Designation : Profesora de Catedra at Tecnológico de Monterrey
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Insights For Selling To Cynthia

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cynthia is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Cynthia

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Cynthia move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Cynthia take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Cynthia

Personality Compatibility


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