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We tailor our wealth advisory services on our Mexican client’s specific needs and we execute with the highest level of service.
Francisco Caballero is a Managing Director and the Global Market Manager for Citi Private Bank Mexico. In this role, he leads banker teams to improve and enhance relationships with the Ultra High Net Worth Mexican clients. He is based in New York and assumed this role at the beginning of 2016. Francisco holds FINRA Series 7 and 66 licenses.
Francisco began his career at Citi Private Bank in 1998 as a Private Banker in Mexico City, where he worked for 6 years advising Ultra High Net Worth clients, as well as focusing on client acquisition. In 2004, he transferred to New York as a Senior Private Banker and continued to focus both on his relationships with current clients and in bringing new assets. He was also a Banker Team Leader from 2006 - 2015.
Francisco graduated as a Certified Public Accountant (CPA) with honors from Instituto Tecnológico Autónomo de México (I.T.A.M.) and later completed his MBA program at I.T.A.M.
Citi Private Bank’s Latin American operation is dedicated to serving our clients across the region from offices in Miami, New York, Houston, Rio de Janeiro, São Paulo, Mexico City, Bogota, Santiago, Geneva and London, providing a broad range of investment advice and solutions, as well as investment finance, banking and cash management, custody, trust services, and more.