Ejecutivo Wealth - Oficina Cartagena - Banca Minorista

BBVA

Cartagena, Colombia
Customer acquisition and retention
Liquidity management
Financial product sales
The principal function is to capture, maintain, and deepen the client portfolio, administering and linking liquidity surpluses and acquiring new clients to increase business volume across various financial products

Job Summary

  • The principal function is to capture, maintain, and deepen the client portfolio, administering and linking liquidity surpluses and acquiring new clients to increase business volume across various financial products.
  • BBVA is a global company with over 160 years of history, operating in more than 25 countries, serving over 80 million clients with more than 121,000 professionals.
  • The company aims to break down traditional banking barriers and make opportunities accessible to everyone through digital transformation and innovative business practices.

Matching Summary

The principal function is to capture, maintain, and deepen the client portfolio, administering and linking liquidity surpluses and acquiring new clients to increase business volume across various financial products.

Skills & Requirements

Must-have

  • Customer acquisition and retention
  • Liquidity management
  • Financial product sales
  • Customer financial solutions
  • Office Suite proficiency

Nice-to-have

  • Transforming dreams into opportunities
  • Leading global banking transformation
  • Innovative and accessible banking
  • Agile and modern entity

Key Requirements

  • 2 years of experience
  • Customer service experience
  • Financial advisory experience
  • Banking products knowledge
  • High-value client management

Work Rights

Not specified

Tailored Resume

Cover Letter