Evergreen - Banquero/a Patrimonial (querétaro, Querétaro)

BBVA

Querétaro, Querétaro, Mexico
**
Banca patrimonial and private banking products
Investment models and credit knowledge
Administrative portfolio management
** BBVA is seeking a Banquero/a Patrimonial for its Querétaro location, focusing on professionals with experience in wealth management and financial services. The ideal candidate will possess a degree in relevant fields, have at least two years of experience in private banking, and hold specific financial certifications. **

Job Summary

  • BBVA is a global company with over 160 years of history serving over 80 million clients.
  • The role involves promoting and selling wealth banking products and services to increase the profitable client portfolio.
  • You will manage assigned clients, aiming to increase loyalty through product and service sales and providing solutions to their needs.

Matching Summary

Match Score: 75

** BBVA is seeking a Banquero/a Patrimonial for its Querétaro location, focusing on professionals with experience in wealth management and financial services. The ideal candidate will possess a degree in relevant fields, have at least two years of experience in private banking, and hold specific financial certifications. **

Skills & Requirements

Must-have

  • Banca Patrimonial and Private Banking products
  • Investment models and credit knowledge
  • Administrative portfolio management
  • Stock market and financial products
  • Banking accounting and entries
  • Currency, derivatives, macroeconomics

Nice-to-have

  • Results-oriented work capacity
  • Negotiation and objection handling
  • Customer service orientation
  • Price administration tools

Key Requirements

  • Bachelor's degree in Administration, Accounting, Economics, Finance
  • AMIB Figure 3 Certification
  • Minimum 2 years of experience in Wealth Banking or financial sector

Work Rights

Not specified

Tailored Resume

Cover Letter