Banquero/a Patrimonial Hub & Corner Tacuba (ciudad De México, Miguel Hidalgo)
BBVA
Ciudad de México, Mexico
Not specified
Banca patrimonial experience
Client portfolio management
Financial product sales
BBVA is seeking a Banquero/a Patrimonial for their Hub & Corner in Tacuba, Mexico City, responsible for managing high-net-worth clients and promoting banking and investment services. The ideal candidate should have a degree in finance or a related field, at least two years of experience in wealth management, and relevant certifications
Job Summary
The role is responsible for the integral management of clients in the wealth segment through strategies defined by the Private Wealth Direction.
You will increase the base of profitable clients while maintaining loyalty and effectively promoting banking and stock market products.
BBVA offers a global environment with over 160 years of history serving more than 80 million clients across 25 countries.
Matching Summary
Match Score: 85
BBVA is seeking a Banquero/a Patrimonial for their Hub & Corner in Tacuba, Mexico City, responsible for managing high-net-worth clients and promoting banking and investment services. The ideal candidate should have a degree in finance or a related field, at least two years of experience in wealth management, and relevant certifications.
Skills & Requirements
Must-have
Banca Patrimonial experience
Client portfolio management
Financial product sales
Investment strategy design
HNWI client service
Nice-to-have
Excellent negotiation skills
Multidisciplinary team collaboration
Diversity and inclusion focus
Outperformance model knowledge
Key Requirements
Bachelor's degree in Administration, Accounting, Economics, or Finance
AMIB Figure 3 certification with CNBV authorization
Minimum 2 years in Private Banking or financial sector