Ejecutivo Wealth - Oficina De Manizales - Banca Minorista

BBVA

Manizales, Colombia
Not specified (likely on-site based on the nature of the role).
Client portfolio management
Liquidity excess administration
Intermediate excel analysis
BBVA is seeking a Wealth Executive for their office in Manizales, Colombia, to manage and grow a portfolio of clients by providing tailored financial solutions. The ideal candidate will have a background in finance or related fields, experience in customer service, and skills in financial advising

Job Summary

  • The primary objective is to administer and link the liquidity excesses of assigned client portfolios while acquiring new clients to increase business volume.
  • Candidates will deliver personalized financial solutions designed exclusively to help clients achieve their financial goals through banking, fiduciary, and offshore products.
  • BBVA seeks professionals to join a global entity 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 Wealth Executive for their office in Manizales, Colombia, to manage and grow a portfolio of clients by providing tailored financial solutions. The ideal candidate will have a background in finance or related fields, experience in customer service, and skills in financial advising.

Skills & Requirements

Must-have

  • Client portfolio management
  • Liquidity excess administration
  • Intermediate Excel analysis
  • Value segment client experience
  • Offshore product knowledge

Nice-to-have

  • Multidisciplinary team collaboration
  • Digital transformation mindset
  • Personalized financial solution design

Key Requirements

  • Minimum 2 years in customer service or financial advisory
  • Degree in Finance, Business Administration, Economics, Industrial Engineering, or International Business
  • Experience with high-value or preferential client segments

Work Rights

Not specified

Tailored Resume

Cover Letter