Banquero/a Patrimonial

BBVA

Ciudad De Mexico, Mexico
Promote and sell banking products
Increase profitable client portfolio
Manage client portfolios
Carry out activities for the promotion and effective sale of the range of products and services of Patrimonial Banking and the BBVA Group

Job Summary

  • Carry out activities for the promotion and effective sale of the range of products and services of Patrimonial Banking and the BBVA Group.
  • Manage assigned clients, seeking to increase their loyalty to the bank by selling more products and services that meet their needs.
  • As part of our team, you could access benefits such as superior banking benefits, life insurance, extended parental leave, and exclusive employee loans.

Matching Summary

Carry out activities for the promotion and effective sale of the range of products and services of Patrimonial Banking and the BBVA Group.

Skills & Requirements

Must-have

  • Promote and sell banking products
  • Increase profitable client portfolio
  • Manage client portfolios
  • Design customized investment portfolios
  • Manage investment price tools

Nice-to-have

  • Develop professional career
  • Work in multidisciplinary teams
  • Collaborative and inclusive work environment
  • Transforming banking in Mexico

Key Requirements

  • Licenciatura in Administration, Accounting, Economics, Finance
  • AMIB Figure 3 Certification, Current, indispensable
  • Minimum 2 years experience in Patrimonial Banking
  • Knowledge of Patrimonial and Private Banking products
  • Knowledge of investment models, funds, and credit

Work Rights

Not specified

Tailored Resume

Cover Letter