Jose Karim Sanchez

About

Operations-focused financial leader with 9+ years driving end-to-end business performance across lean, high-growth environments. Proven track record in cash flow oversight, cross-functional coordination, and building scalable operational systems. Recognized as a 2x BlackRock Top Performer for managing a portfolio of €100M+; execution-first leader who builds dashboards, streamlines processes, and moves priorities without constant oversight.

Experience

• Vice President | Wealth Management · Banamex — Citi Group01-01-2022

  - Oversaw end-to-end portfolio operations for a Private Banking book of MXN 1.9Bn+ (~€100M), driving 30%+ AUM growth YoY and 17%+ revenue growth through structured forecasting and spend prioritization. - Built and maintained operational dashboards tracking portfolio health, client activity, and revenue KPIs — enabling founder-level visibility and accountability without constant check-ins. - Coordinated cross-functional with compliance, risk, marketing, and client service teams to ensure priorities moved smoothly and stakeholders stayed aligned. - Selected for the BlackRock Top Performer event (NYC, 2023 & 2025) — top 1% of regional advisors — for consistent execution and results delivery. - Restructured client book toward Ultra-High-Net-Worth relationships, optimizing wallet share and risk-adjusted returns through high-judgment, independent decision-making.

• AVP / Wealth Management Advisor · Citibanamex — Citi Group12-01-2020 – 12-01-2021

  Grew AUM from MXN 1.2B to MXN 1.4B during COVID-19 volatility, maintaining a 98+ NPS score through rigorous operational discipline and proactive client coordination. Managed day-to-day financial decisions and budget prioritization within the team, ensuring cash flow continuity and spend efficiency during economic uncertainty.

• Wealth Management Associate · Citibanamex — Citi Group06-01-2018 – 11-01-2020

  Managed high-net-worth portfolios with diversified strategies; built foundational expertise in private banking, capital markets, and client advisory.

• PMO / FP&A MANAGER · Qubit Works Digital Agency06-01-2017 – 06-01-2018

  Led a full operational turnaround of a distressed startup: audited all workflows, implemented rigorous KPI frameworks, and rebuilt the financial model transforming the business from loss-making to profitable within months. Owned cash flow forecasting and spend prioritization, achieving a forecast accuracy of +/-3% — enabling confident, data-driven decision-making for leadership. Elevated project margins to 30% by identifying cost inefficiencies, renegotiating vendor terms, and building accountability systems across the team. Coordinated marketing, admin, and delivery teams simultaneously — serving as the de facto operational hub in a lean 10-person organization.

• Key Account Manager · Mercedes-Benz12-01-2014 – 12-01-2016

  - Exceeded sales targets by 500% in the first quarter through structured prospecting systems and high-net-worth client relationship management.

Education

• Universidad IberoamericanaB.S., Industrial Engineering
• Universidad IberoamericanaMechanical Engineering (Partial — Industrial Focus), Mechanical Engineering

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