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Banco Bilbao Vizcaya Argentaria

Global banking and financial services

Wealth Executive - Banca Wealth, Banca Minorista

Wealth Management & Financial AdvisoryPosted on Nov 11
Full-timeBarranquilla, Atlantico, ColombiaNo salary listedIn-person

About the Job

Requirements

  • At least two years of experience in customer service, financial advising, banking products, or exclusive client management for high-value or preferred segments.
  • Knowledge of Office applications, including Word, Excel, PowerPoint, and Access.
  • Knowledge of data analysis and intermediate Excel.
  • Ability to provide specialized client service, profile and prospect a client base, understand wealth management and liability products, and monitor and control client portfolio balances.

Responsibilities

  • Acquire, maintain, and deepen relationships with clients in the assigned portfolio.
  • Manage and link the liquidity surpluses of the assigned client portfolio.
  • Acquire new clients and increase business volume across bank, fiduciary, brokerage, and offshore products.
  • Deliver suitable solutions that address clients' financial and non-financial needs and provide a strong client experience.
  • Provide personalized financial management solutions designed to help clients achieve their financial goals.

About the Company

Banco Bilbao Vizcaya Argentaria

Global banking and financial services

Banco Bilbao Vizcaya Argentaria, commonly known as BBVA, is a multinational financial services group offering retail, commercial and corporate banking. It provides accounts, payments, lending, mortgages, investment products and financial guidance for individuals and businesses, alongside services for institutional clients. BBVA combines physical banking networks with digital channels and operates across multiple international markets. Its business spans everyday financial needs, business financing, wealth management and transaction services within the regulated banking industry. Its workforce combines specialist delivery, customer support and business operations.

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