Ejecutivo Wealth - Banca Wealth - Vicepresidencia Minorista

BBVA

Not specified
Client acquisition and retention
Liquidity management for high-value clients
Offshore and trust product knowledge
BBVA is seeking a Wealth Executive to manage and expand a portfolio of high-value clients, focusing on personalized financial solutions and superior customer service. The ideal candidate will have a minimum of two years of experience in customer service and financial advisory, along with relevant educational qualifications

Job Summary

  • The primary function is to capture, maintain, and deepen the client portfolio while managing liquidity excesses to increase business volume across banking, trust, commission, and offshore products.
  • Candidates must have at least two years of experience in customer service, financial advisory, or managing exclusively with value or preferential client segments.
  • BBVA offers a global environment with over 160 years of history, operating in more than 25 countries and serving over 80 million clients through multidisciplinary teams.

Matching Summary

Match Score: 85

BBVA is seeking a Wealth Executive to manage and expand a portfolio of high-value clients, focusing on personalized financial solutions and superior customer service. The ideal candidate will have a minimum of two years of experience in customer service and financial advisory, along with relevant educational qualifications.

Skills & Requirements

Must-have

  • Client acquisition and retention
  • Liquidity management for high-value clients
  • Offshore and trust product knowledge
  • Intermediate Excel data analysis
  • Office suite proficiency

Nice-to-have

  • Multidisciplinary team collaboration
  • Digital banking transformation mindset
  • Personalized financial solution design
  • Cross-border business experience

Key Requirements

  • Minimum 2 years experience in financial advisory or client management
  • Degree in Finance, Business Administration, Economics, Industrial Engineering, or International Business
  • Intermediate Excel skills for data analysis

Work Rights

Not specified

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