5 years experience in high-value client management
Asset allocation and investment modeling expertise
Knowledge of national and international financial vehicles
BBVA is seeking a Private Banker for its Wealth Management division in Cali, Colombia, targeting professionals with at least five years of experience in client relationship management and portfolio management for high-net-worth individuals. The role emphasizes building a solid client portfolio and providing comprehensive financial advisory services
Job Summary
The primary function is to build a solid portfolio of new private banking clients and family groups according to internal classification criteria.
Candidates must demonstrate a track record in linking, advising, and retaining clients within the Wealth Banking segment.
BBVA offers a global environment with over 160 years of history, operating in more than 25 countries serving 80 million clients.
Matching Summary
Match Score: 85
BBVA is seeking a Private Banker for its Wealth Management division in Cali, Colombia, targeting professionals with at least five years of experience in client relationship management and portfolio management for high-net-worth individuals. The role emphasizes building a solid client portfolio and providing comprehensive financial advisory services.
Skills & Requirements
Must-have
5 years experience in high-value client management
Asset allocation and investment modeling expertise
Knowledge of national and international financial vehicles
Nice-to-have
English language proficiency
Strategic thinking in high-exigency environments
Ability to build long-term commercial relationships
Key Requirements
Minimum 5 years experience in brokerage or relational banking