Wealth Management Executive - Remote

Overview

The Wealth Management Executive at BBVA will manage an assigned portfolio of high-value clients, aiming to enhance their liquidity management and drive business growth through various banking products and services.

In Short

• Manage assigned client portfolio.
• Administer and connect liquidity surpluses of clients.
• Link new clients to increase business volume.
• Focus on banking, fiduciary, and offshore products.
• Requires a professional background in finance or related fields.
• Minimum 2 years of experience with high-value clients.
• Intermediate data analysis skills in Excel.
• Specialized client attention and profiling.
• Knowledge in wealth management and asset management.
• Monitoring and controlling client portfolio balances.

Requirements

• Degree in administrative or engineering fields related to finance.
• At least 2 years of experience in commercial processes.
• Proficient in Office tools (Word, Excel, PowerPoint, Access).
• Intermediate Excel data analysis skills.
• Strong client relationship management skills.
• Understanding of wealth management products.
• Ability to monitor and control client portfolio balances.
• Experience with premium clients.
• Effective communication and interpersonal skills.
• Proactive in linking new clients and opportunities.

Benefits

• Join a global financial institution with a rich history.
• Be part of a multidisciplinary team.
• Opportunities for professional development.
• Engage in innovative banking solutions.
• Work-life balance support.
• Participate in the energy transition initiatives.
• Contribute to inclusive economic growth.
• Access to disruptive technologies shaping the industry.
• Join a community that values diversity and innovation.
• Experience a modern and agile banking environment.