Wealth Banker

Responsibilities

• Promote and effectively sell wealth management products and services from the BBVA Group.
• Grow and manage a portfolio of high-net-worth (HNWI) clients to increase loyalty and profitability.
• Design tailored investment portfolios and implement wealth management strategies based on the BBVA Outperformance Model.
• Act as a liaison between clients and various financial and non-financial business areas.
• Provide prompt solutions to client inquiries and complaints.
• Maintain and update detailed client files and administrative records.

Requirements

• Bachelor's degree in Administration, Accounting, Economics, or Finance.
• Current and valid AMIB Figura 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.
• Results-oriented mindset with strong negotiation and customer service skills.

Benefits

• Superior banking benefits compared to statutory requirements.
• Life insurance and retirement plan.
• Enhanced vacation policy.
• Extended parental leave for mothers and fathers.
• Exclusive employee promotions and loans.
• Gym memberships and participation in banking games.
• Opportunities for professional growth within a global organization.

About the Company

BBVA is a global financial leader 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 banking industry and support inclusive growth worldwide.