Banquero/a Patrimonial Sr Forum (Ciudad de México, Cuauhtémoc)
BBVA(1 month ago)
About this role
Wealth/Private Banking role at BBVA focused on serving high-net-worth clients by providing personalized advisory and support within the bank's Private Banking segment. The position emphasizes client relationship stewardship, alignment with BBVA's Outperformance model, and contributing to the growth and retention of a profitable client base.
Required Skills
- Client Management
- Product Sales
- Portfolio Design
- Investment Funds
- Credit Products
- Financial Accounting
- Negotiation
- Customer Service
- Pricing Tools
- Wealth Management
Qualifications
- Bachelor's Degree in Administration/Accounting/Economics/Finance
- Master's Degree (Preferred)
- AMIB Figure 3 Certification (CNBV authorization)
About BBVA
bbva.comThe latest banks and financial services company and industry news with expert analysis from the BBVA, Banco Bilbao Vizcaya Argentaria.
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