BBVA is seeking a Wealth Executive for their Bogotá office, focusing on managing and expanding a portfolio of high-value clients. The role requires a minimum of two years of experience in customer service or financial advisory, along with proficiency in Microsoft Office and data analysis
Job Summary
The primary function is to capture, maintain, and deepen the client portfolio while linking liquidity surpluses to various financial products.
Candidates must have at least two years of experience in customer service, financial advisory, or managing preferential client segments.
BBVA offers a global environment 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 Bogotá office, focusing on managing and expanding a portfolio of high-value clients. The role requires a minimum of two years of experience in customer service or financial advisory, along with proficiency in Microsoft Office and data analysis.
Skills & Requirements
Must-have
2 years experience in client advisory
Knowledge of wealth management products
Intermediate Excel data analysis skills
Client profiling and prospecting abilities
Nice-to-have
Experience with high-value client segments
Multidisciplinary team collaboration
Interest in digital banking transformation
Key Requirements
Minimum 2 years experience in client roles
Degree in Finance, Business Administration, Economics, or related field
Proficiency in Office suite including Access and Excel