Diferida - Banquero/a Patrimonial (Morelia, Michoacán)
BBVA(1 month ago)
About this role
A BBVA role focused on supporting and growing relationships with high-net-worth clients by promoting the bank’s investment offering. The position centers on engaging clients with portfolios of approximately 1–5 million pesos and working closely with branch teams to attract and retain clients. It contributes to client retention and business growth within BBVA’s wealth management services.
Required Skills
- Investment Strategy
- Client Acquisition
- Relationship Management
- Sales
- Appointment Setting
- Portfolio Management
- Product Knowledge
- Branch Collaboration
- High-Net-Worth Sales
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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