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Wealth Banker (Southeast)
Negotiable Salary
Indeed
Full-time
Onsite
No experience limit
No degree limit
Francisco Sarabia 208A, Gil y Saenz, 86080 Villahermosa, Tab., Mexico
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Description

**Application Deadline:** ================================ 2025\-12\-30 **Want to grow your professional career?** ================================================ BBVA is a global company with over 160 years of history operating in more than 25 countries, serving over 80 million customers. We are over 121,000 professionals working in multidisciplinary teams with diverse profiles including finance, legal experts, data scientists, developers, engineers, and designers. **What are we looking for?** ========================== Your responsibilities: * Carry out effective promotion and sales activities for the range of products and services offered by Wealth Banking and the BBVA Group. * Continuously grow the profitable customer portfolio within the Wealth segment. * Manage assigned clients, aiming to increase their loyalty to the bank by selling a greater number of products and services that meet their needs. * Address and promptly resolve any complaints from clients assigned to your portfolio. * Maintain and update the file for each client assigned to your portfolio. * Focus attention on offering clients the benefits provided by the BBVA Outperformance Model regarding strategies and recommendations for managing their wealth. * Act as a liaison manager between clients and various financial and non-financial business areas. Satisfy the global investment needs of HNWI clients by designing customized portfolios and properly planning strategies for managed portfolios. * We are looking for candidates who have: * Completed bachelor's degree in Business Administration, Accounting, Economics, or Finance. * Valid AMIB Figure 3 certification, mandatory. * Minimum of 2 years of experience in Wealth Banking and/or the financial sector. * Knowledge of Wealth and Private Banking products. * Knowledge of investment models, mutual funds, and wealth, private, and mortgage credit. * Experience in administrative portfolio management. * Knowledge of securities markets and financial products. * Understanding of banking entries and accounting. * Knowledge of foreign exchange, derivatives, macroeconomics, and profitability. * Results-oriented work capability. * Negotiation skills, objection handling, and customer service abilities. Proficiency in price administration tools for investments. * If you require a reasonable accommodation\* during your selection process, please inform the recruiter at your first point of contact. At BBVA, we believe that having a diverse team makes us a better bank. For this reason, we actively support diversity, inclusion, and equal opportunities, regardless of ethnic or national origin, gender, age, religion, disability, sexual orientation, gender identity or expression, social condition, health status, opinions, marital status, or any other factor that undermines human dignity and aims to nullify or impair individual rights and freedoms. We are confident that by fostering a collaborative and inclusive work environment, we can all show our best selves. **\*Reasonable accommodations include modifications and/or adaptations the company may make during your selection process to enable you to complete the process appropriately.** ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- **BBVA: Turning Dreams into Opportunities** **Ready to Create Together?** ================================================================================

Source:  indeed View original post
Juan García
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