Banquero/a Patrimonial Hub & Corner Inguarán (ciudad De Mexico, Gustavo A. Madero)

BBVA

Ciudad De Mexico, Mexico
Not specified
Banca patrimonial experience
Client portfolio management
Financial product sales
BBVA is seeking a Banquero/a Patrimonial for its Inguarán branch in Ciudad de Mexico, responsible for managing high-net-worth clients and promoting banking and investment products. The ideal candidate should have a degree in finance or a related field, at least two years of experience in private banking, and possess relevant certifications

Job Summary

  • The role is responsible for the integral management of clients in the wealth segment through defined strategies.
  • Candidates will create and permanently increase a portfolio of profitable clients while ensuring high retention rates.
  • BBVA offers a global environment with over 160 years of history serving more than 80 million clients.

Matching Summary

Match Score: 85

BBVA is seeking a Banquero/a Patrimonial for its Inguarán branch in Ciudad de Mexico, responsible for managing high-net-worth clients and promoting banking and investment products. The ideal candidate should have a degree in finance or a related field, at least two years of experience in private banking, and possess relevant certifications.

Skills & Requirements

Must-have

  • Banca Patrimonial experience
  • Client portfolio management
  • Financial product sales
  • Investment strategy design
  • HNWI client servicing

Nice-to-have

  • Excellent negotiation skills
  • Multidisciplinary team collaboration
  • Customer service excellence
  • Diversity and inclusion focus

Key Requirements

  • Licenciatura en Administración, Contabilidad, Economía o Finanzas
  • Certificación Figura 3 de la AMIB con autorización CNBV
  • Mínimo 2 años en Banca Patrimonial
  • Maestría deseable

Work Rights

Not specified

Tailored Resume

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