This document summarizes Jorge Adrian Morales Perez's work experience, including positions at Intercam Casa de Bolsa S.A. de C.V. Intercam Grupo Financiero as a Private Banking Junior Operator and Administrative from 2012-2015. During this time, he operated and monitored private banking advisors' portfolios, met quarterly quotas, and improved portfolio performance. He then worked as a Senior Advisor Private Banking at Figura 3 AMIB, where he analyzed and selected financial assets, structured investment strategies, operated financial instruments, expanded portfolios and attracted high net worth investors. In this role, he structured outperforming portfolios, optimized asset selection considering risk and performance,

1. Work Experience
JORGEADRIÁNMORALESPÉREZ
E CLASS OF:
2 2009–2013 Escuela Bancaria y Comercial Campus Reforma
Bachelor’s Degree in Finance and Banking
Atizapán de Zaragoza, Edo. Mex
Cel. 0445567913588
adrian.mrls171090@hotmail.com
Intercam Casa de BolsaS.A. deC.V. Intercam Grupo Financiero Nov. 2012 – Dec. 2015
Private
Banking Jr.
Operator
• Operating private banking advisors´ portfolio
• Monitoring current reports and analysis of assets
within the current portfolio
• Specialized attention to private banking customers
within the corporate offices
5. Met and exceeded operation and generation quotas
every quarter
6. Improved performance of the portfolio based on
asset selection and analisis of financial instruments
7. Maintained 100% of the assigned portfolio with
excellent customer service
Private
Banking Jr.
Administrativ
e
• Opening contracts for specialized financial products
(investment portfolios, derivatives contracts,
securities trading, mutual funds, money market)
• Analysis of articles of association needed for
opening legal entities´accounts
• Implementation of LDP policies
• Monitoring system modifications
8. Optimized contract opening process
9. Reduce time by up to 50% for the reception,,
implementation and follow-up of modifications in the
system
10. Promoted after 6 months in this position
Investment Strategy Advisor –
Figura 3 AMIB
COMPUTER SUITES
Microsoft Office
Excel - Intermediate
Infosel - Intermediate
LANGUAGES
English - Advanced
Senior
Advisor
Private
Banking.
 Analysis and selection of financial assets to manage
portfolios (Shares, Derivatives, Money Market, FX)
 Structuring investment strategies for different risk
profiles
 Operating and monitoring various financial
instruments (Shares, Derivatives, Money Market, FX)
 Expanding portfolio and attracting public investors
with high net worth
 Managing legal persons’ finances
1. Structured portfolios outperforming benchmarks
2. Optimized the selection of assets considering
risk-performance ratios
3. Exceeded Quarterly Quotas
4. Increased existing portfolio profitability by 30%
JOB TITTLE JOB DESCRIPTION ACHIEVEMENTS