JOSE MIGUEL FLORES VERA

Inquirer
DISC Type : dc

Ejecutivo premier at HSBC

Tlalpan, Mexico City, Mexico

Overview

José Miguel is a Premier Executive at HSBC specializing in investment strategies and wealth management for high-net-worth clients. A UNAM Economics graduate and certified Investment Fund Advisor (Serie 150), he leverages his background in macroeconomic analysis to provide a comprehensive financial perspective.

He considers his official AMIB certification a fundamental professional step, viewing it as a technical and legally validated responsibility that goes beyond simple portfolio management.

Personality Overview

Hard To Convince

Upfront

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Wealth Management
His role at HSBC Premier focuses on managing portfolios for high-net-worth clients, aligning investment strategies with their life goals and family dreams.
Investment Strategies
As a certified advisor, he combines rigorous macroeconomic analysis with tactical execution to develop robust investment strategies for his clients.
Market Analysis
He actively analyzes and shares 'Morning View' updates on key market indicators, including the IPC index, currency exchange rates, and commodity prices.

Media Appearances

JOSE has no verified media appearances

Work History

9-2023
Ejecutivo premier at HSBC
banquero sr at BBVA

Education

2-2026 - 2-2031
Licenciatura en Economía from Universidad Nacional Autónoma de México (UNAM)

More Information

Social Presence :

Prographics :

Exp : 2 Location : Tlalpan, Mexico City, Mexico Job Level : N/A Designation : Ejecutivo premier at HSBC
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Insights For Selling To JOSE MIGUEL

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Refer to testimonials from others in similar positions

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JOSE MIGUEL is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from JOSE MIGUEL

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will JOSE MIGUEL move?

  • They are neither the fastest decision makers nor the slowest.
  • Can JOSE MIGUEL take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And JOSE MIGUEL

Personality Compatibility


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