Juan Aguilar Romero

Inquirer
DISC Type : cd

Chief Operating Officer COO & Business Manager for PB and Wealth Management at Actinver

Mexico City Metropolitan Area

Overview

Juan Aguilar Romero is the Chief Operating Officer for Private Banking and Wealth Management at Actinver, focusing on strategic and digital transformation. With a Masters in Finance from EGADE Business School, he leads initiatives to optimize processes and drive operational efficiency. Colleagues describe him as diligent, committed, and a professional with integrity.


He holds dual certifications from Prosci as a Certified Change Practitioner and in Change Management Sponsor Briefing.

Personality Overview

Upfront

Judgemental

ROI Conscious

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Digital Transformation
His headline and role description emphasize his leadership in driving digital transformation within banking and financial services at Actinver.
Operational Efficiency
A core focus of his role is optimizing processes and enhancing operational efficiency to deliver greater value to clients and stakeholders.
Change Management
He recently earned two distinct certifications from Prosci in Change Management, indicating a strong professional focus in this discipline.

Media Appearances

Juan has no verified media appearances

Work History

4-2022
Chief Operating Officer COO & Business Manager for PB and Wealth Management at Actinver
5-2020 - 4-2022
Executive Director, Asset & WM Transformation Strategy at Scotiabank
7-2019 - 5-2020
ICO Asset & Wealth Management at Scotiabank
6-2017 - 7-2019
Private Banking Business Manager at JPMorgan Chase & Co.
6-2015 - 6-2017
Business Manager for Global Markets at HSBC Global Banking and Markets

Education

2020 - 3-2022
Master in Finance from EGADE Business School del Tecnológico de Monterrey
2011 - 2014
Licenciatura from Escuela Bancaria y Comercial

More Information

Social Presence :

Prographics :

Exp : 14 Location : Mexico City Metropolitan Area Job Level : Leadership Designation : Chief Operating Officer COO & Business Manager for PB and Wealth Management at Actinver
URL has been copied!

Insights For Selling To Juan

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Juan

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Juan move?

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

  • They can take risks but after weighing up the pros and cons.

You And Juan

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.