Diferida- Banquero/a Patrimonial (sureste)

BBVA

Southeast, Mexico
Patrimonial banking product sales
Client portfolio management
Hnwi investment strategy design
The role involves promoting and effectively selling BBVA's Patrimonial Banking products to increase the portfolio of profitable clients

Job Summary

  • The role involves promoting and effectively selling BBVA's Patrimonial Banking products to increase the portfolio of profitable clients.
  • Candidates will act as a liaison between clients and various business areas to satisfy global investment needs through customized portfolio design.
  • BBVA offers a diverse, inclusive, and collaborative work environment with opportunities for professional development within a global organization.

Matching Summary

The role involves promoting and effectively selling BBVA's Patrimonial Banking products to increase the portfolio of profitable clients.

Skills & Requirements

Must-have

  • Patrimonial banking product sales
  • Client portfolio management
  • HNWI investment strategy design
  • Financial product knowledge
  • Customer relationship development

Nice-to-have

  • Multidisciplinary team collaboration
  • Inclusive work environment
  • Results-oriented mindset
  • Negotiation and objection handling skills

Key Requirements

  • Bachelor's degree in Administration, Accounting, Economics, or Finance
  • Valid AMIB Figure 3 Certification
  • Minimum 2 years experience in Patrimonial Banking
  • Knowledge of investment models and funds
  • Understanding of stock market and derivatives

Work Rights

Not specified

Tailored Resume

Cover Letter