Fernando Duran

Questioner
DISC Type : c

Head of Product and Investment Strategy for the Private Bank, Director at Banorte

Mexico City, Mexico

Overview

Fernando Duran leads Product and Investment Strategy for Banortes Private Bank. With a Masters in Finance from Cass Business School, he is an expert in managing investment teams, enhancing profitability across asset classes, and distributing financial products for high-net-worth clients, drawing on extensive experience from his time at Citi.

In a previous leadership role, Fernando successfully grew international assets under management by over 40% in just 18 months.

Personality Overview

Systematic

Price-Sensitive

Value Seeker

They prefer to do thorough analysis of any situation.  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

Investment Strategy
He is directly responsible for the investment strategy and manages a team of investment strategists for Banorte's private bank, a focus highlighted in his social media posts.
Private Banking
His entire career, spanning roles at both Banorte and Citi, has been dedicated to serving high-net-worth and ultra-high-net-worth clients.
Tech Sector Investing
He has publicly expressed a keen interest in major technology stocks, specifically noting NVIDIA as a company that has caught his attention.

Media Appearances

Fernando has no verified media appearances

Work History

4-2011
Head of Product and Investment Strategy for the Private Bank, Director at Banorte
10-2009 - 3-2011
Head of International Sales for the Private Bank, VP at Banorte
6-2006 - 1-2009
Private Banker at Citi
2-2004 - 6-2006
Relationship Officer at Citi
2-2000 - 9-2002
Financial planning and Administration Manager at Grupo Televisa S.A.

Education

2014 - 2015
Management Program D1 from IPADE Business School
2002 - 2003
Master in Science from Cass Business School

More Information

Social Presence :

Prographics :

Exp : 23 Location : Mexico City, Mexico Job Level : Mid-senior Designation : Head of Product and Investment Strategy for the Private Bank, Director at Banorte
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Insights For Selling To Fernando

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Fernando 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 Fernando

  • 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 Fernando move?

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

  • Can Fernando take some risk or not?

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


You And Fernando

Personality Compatibility


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