Ejecutivo Wealth - Valledupar - Banca Minorista

BBVA

Valledupar, Colombia
Client relationship management
Financial product knowledge
Liquidity management skills
The primary function is to capture, maintain, and deepen the client portfolio while managing liquidity excesses and linking new clients to various financial products

Job Summary

  • The primary function is to capture, maintain, and deepen the client portfolio while managing liquidity excesses and linking new clients to various financial products.
  • Candidates must have at least two years of experience in customer service, financial advisory, or managing high-value client segments.
  • BBVA offers a global environment with over 160 years of history, operating in more than 25 countries with a focus on digital transformation.

Matching Summary

The primary function is to capture, maintain, and deepen the client portfolio while managing liquidity excesses and linking new clients to various financial products.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • Liquidity management skills
  • Intermediate Excel analysis
  • Customer value segment experience

Nice-to-have

  • Multidisciplinary team collaboration
  • Digital banking transformation mindset
  • Personalized financial solution design
  • Offshore product familiarity

Key Requirements

  • Minimum 2 years experience in client-facing roles
  • Degree in Finance, Business Administration, Economics, Industrial Engineering, or International Business
  • Intermediate proficiency in Microsoft Excel for data analysis

Work Rights

Not specified

Tailored Resume

Cover Letter