Leonardo Torres
About Leonardo Torres
Leonardo Torres is a Senior Account Executive at HSBC in León, Mexico, with extensive experience in various roles within the bank, including Wealth Manager and Product Manager. He holds an MBA and a degree in Tourism Resource Management, and he provides financial advice to CEOs of multinational companies.
Work at HSBC
Leonardo Torres has held multiple positions at HSBC, demonstrating a diverse range of responsibilities. He began his career at HSBC as a Bank Cashier in Querétaro, Mexico, in 2011. He then transitioned to a Customer Service Specialist role for five months in the same year. From 2012 to 2013, he served as a Relationship Manager, followed by a position as Officer Premier for one year in Querétaro. In 2014, he took on the role of Wealth Manager in San Luis Potosí, where he worked for two years. He later became a Premier Manager in León I, Guanajuato, for one year before advancing to Product Manager from 2017 to 2020. Currently, he is a Senior Account Executive at HSBC, a position he has held since 2020.
Education and Expertise
Leonardo Torres holds a Master of Business Administration (MBA) from Universidad Interamericana para el Desarrollo, where he studied Especialidad en Finanzas from 2014 to 2016. He also earned a Licenciatura in Admón. de Rec. Turisticos from Universidad de Guanajuato, completing his studies from 2005 to 2009. His educational background provides him with a solid foundation in financial management and strategic planning, which he applies in his current role at HSBC.
Client Engagement and Financial Strategies
In his role as Senior Account Executive, Leonardo Torres works closely with clients to reassess their financial plans in response to various factors, including life changes and economic shifts. He collaborates with clients' other advisors, such as attorneys and accountants, to ensure comprehensive financial planning. His expertise extends to advising CEOs of major multinational companies in Mexico on financial strategies, showcasing his ability to handle complex financial situations.
Monitoring Financial Market Trends
Leonardo Torres actively monitors financial market trends to ensure that client plans remain relevant and effective. This ongoing analysis allows him to provide informed advice and adapt strategies as necessary, ensuring that clients are well-positioned to navigate the financial landscape.