Banquero/a Patrimonial (división Bajío)

BBVA

Bajío, Mexico
On-site
Promote and sell products and services
Increase profitable client portfolio
Manage assigned client portfolio
BBVA is seeking a Banquero/a Patrimonial for its Bajío division, focusing on promoting and selling wealth management products and services. The ideal candidate should have relevant educational qualifications and experience in wealth management, along with strong customer service and negotiation skills

Job Summary

  • BBVA is a global company with over 160 years of history serving over 80 million clients.
  • The role involves managing client portfolios, increasing client loyalty through product sales, and satisfying global investment needs.
  • Employees can access benefits such as superior banking benefits, life insurance, extended parental leave, and growth opportunities.

Matching Summary

Match Score: 85

BBVA is seeking a Banquero/a Patrimonial for its Bajío division, focusing on promoting and selling wealth management products and services. The ideal candidate should have relevant educational qualifications and experience in wealth management, along with strong customer service and negotiation skills.

Skills & Requirements

Must-have

  • Promote and sell products and services
  • Increase profitable client portfolio
  • Manage assigned client portfolio
  • Handle client complaints promptly
  • Update client records
  • Offer BBVA Outperformance Model benefits
  • Act as liaison between clients and business areas
  • Satisfy global investment needs of HNWI clients

Nice-to-have

  • Develop professional career
  • Work in multidisciplinary teams
  • Transforming banking in Mexico
  • Commitment to diversity and inclusion

Key Requirements

  • Licenciatura 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, investment funds, and patrimonial, private, and mortgage credit
  • Knowledge in administrative portfolio management
  • Knowledge of stock markets and financial products
  • Knowledge of banking entries and accounting
  • Knowledge of currencies, derivatives, macroeconomics, and profitability
  • Results-oriented work capacity
  • Negotiation skills, objection handling, and customer service
  • Proficiency in investment price administration tools

Work Rights

Not specified

Tailored Resume

Cover Letter