Banquero/a Patrimonial

Responsibilities

• Promote and effectively sell wealth management products and services from the BBVA Group portfolio.
• Grow and manage a profitable portfolio of high-net-worth (HNWI) clients to increase loyalty and investment growth.
• Design customized investment portfolios and plan appropriate management strategies to meet client needs.
• Act as a liaison between clients and various financial and non-financial business areas.
• Provide prompt solutions to client inquiries and maintain updated client files.
• Offer strategic recommendations based on the BBVA Outperformance Model for wealth management.

Requirements

• University degree in Administration, Accounting, Economics, or Finance.
• Current and valid AMIB Figure 3 Certification (indispensable).
• Minimum of 2 years of experience in Wealth Banking or the financial sector.
• Strong knowledge of investment models, investment funds, and wealth/private credit.
• Proficiency in derivatives, foreign exchange, macroeconomics, and banking accounting.
• Proven negotiation, objection handling, and customer service skills.
• Results-oriented mindset with ability to manage investment pricing tools.

Benefits

• Superior banking benefits compared to statutory requirements.
• Life insurance and extended parental leave for mothers and fathers.
• Retirement plan and superior vacation packages.
• Exclusive employee promotions and loans.
• Opportunities for professional growth and career development.
• Sports club memberships and participation in banking games.

About the Company

BBVA is a global financial institution with over 160 years of history, operating in more than 25 countries and serving over 80 million customers. With a multidisciplinary team of over 121,000 professionals, we are pioneers in adopting disruptive technologies to transform the future of banking.