JP Morgan has recruited Eduardo Perez Balli in New York as banker associate for the Global Families Group.
“We are pleased to welcome Eduardo Perez Balli to the Global Families Group as a banker“, the company posted on LinkedIn.
Perez Balli comes from BlackRock where he was responsible for driving sales of active mutual funds and separate managed accounts with Citibanamex financial advisors in Mexico. In addition, he advised and supported Citi’s investment advisors and private banking bankers on indexed solutions and mutual fund products and supported the sales team leader as an internal contact for existing clients, according to his LinkedIn profile.
“He has vast experience as a wealth relationship manager supporting individuals and families domiciled in Mexico,” the company release adds.
Perez Balli will work with clients domiciled in Spain, according to the firm.
The advisor returns to JP Morgan after working in Mexico City between 2015 and 2019.
“I am very happy to share that I moved to New York City to join JPMorgan Chase & Co. as a banker associate in the Global Families Group,” the banker posted on the social network.
Perez Balli will report to Stefan Gargiulo.
Por Funds Society, Madrid
Por Romina López
Por Marcelo Soba