Diferida- Banquero/a Patrimonial (sureste)

BBVA

Tabasco, Mexico
On-site
Effective promotion and sale of products
Increase profitable client portfolio
Client relationship management
BBVA is seeking a Banquero/a Patrimonial for their Tabasco location, focusing on promoting and managing a diverse portfolio of wealth management products for high-net-worth individuals. The ideal candidate should possess relevant academic qualifications, certification, and at least two years of experience in wealth management or the financial sector

Job Summary

  • BBVA is a global company with over 160 years of history, operating in more than 25 countries serving over 80 million clients.
  • The role involves managing and growing a portfolio of high-net-worth clients, offering tailored investment solutions and ensuring client satisfaction.
  • BBVA actively supports diversity, inclusion, and equal opportunities, fostering a collaborative and inclusive work environment.

Matching Summary

Match Score: 85

BBVA is seeking a Banquero/a Patrimonial for their Tabasco location, focusing on promoting and managing a diverse portfolio of wealth management products for high-net-worth individuals. The ideal candidate should possess relevant academic qualifications, certification, and at least two years of experience in wealth management or the financial sector.

Skills & Requirements

Must-have

  • Effective promotion and sale of products
  • Increase profitable client portfolio
  • Client relationship management
  • Global investment needs satisfaction

Nice-to-have

  • Collaborative and inclusive work environment
  • Commitment to diversity and inclusion

Key Requirements

  • Licenciatura concluida in Administration, Accounting, Economics, or Finance
  • AMIB Figure 3 Certification, Vigente, indispensable
  • Minimum 2 years of experience in Patrimonial Banking or financial sector
  • Knowledge of Patrimonial and Private Banking products
  • Knowledge of investment models, funds, and credit
  • Knowledge of administrative portfolio management
  • Knowledge of stock market and financial products
  • Knowledge of banking entries and accounting
  • Knowledge of currencies, derivatives, macroeconomics, and profitability
  • Results-oriented work capacity
  • Negotiation, objection handling, and client service skills
  • Proficiency in investment price administration tools

Work Rights

Not specified

Tailored Resume

Cover Letter