Juan Aguilar Romero in

Juan Aguilar Romero

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Chief Operating Officer COO & Business Manager for PB and Wealth Management at Actinver
📍 Mexico City Metropolitan Area

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.

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Experience
14 Years
Current Role
Chief Operating Officer COO & Business Manager for PB and Wealth Management
Job Level
Leadership
Location
Mexico City Metropolitan Area
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Juan cares 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.
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Career

Work history

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

Media appearances

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Education
2020 - 3-2022
Master in Finance
EGADE Business School del Tecnológico de Monterrey
2011 - 2014
Licenciatura
Escuela Bancaria y Comercial
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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