Ejecutivo/a de Relación Interlomas; Estado de México, Huixquilucan
Listed on 2026-07-06
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Finance & Banking
Financial Advisor / Consultant, Banking & Finance
Location: Moscow
BBVA:
Transforming Dreams into Opportunities
BBVA is a global company with over 160 years of history operating in more than 25 countries where we serve more than 80 million clients. We are more than 121,000 professionals working in multidisciplinary teams and diverse profiles such as financial, legal experts, data scientists, developers, engineers, or designers.
What We Are Looking ForYou will be responsible for managing clients in the Wealth Management segment, to achieve the objectives related to profits, market share, revenues, costs, service levels, and profitability, following the strategies defined for you by the Commercial Banking and Wealth Management Directions. In addition, you will ensure excellent quality service and customer satisfaction regarding all their requirements in terms of operations, as well as in the maintenance and after-sales services of the Wealth Management products.
What you will do:
- Ensure direct customer service in operations and services ensuring that the Wealth Banker dedicates all their time to commercial activity for the office.
- Increase the loyalty and permanence of the assigned client base of the Wealth Management Branch, permanently seeking to increase the relationship and potential business through the products and service levels offered by the Wealth Network and the Financial Group as a whole.
- Integrate and keep updated the Unique Client Files and Credit Files of all operations and relationships of the same with the Institution, as well as the corresponding Database.
- Ensure the mitigation of Operational Risk by complying with the activities related to the internal control of banking operations of the Office in accordance with the Regulations and Institutional Policies.
- Establish and coordinate the strategies of attention, promotion, and particular service with those defined for the Wealth Management Branch; considering its orientation to meet the Customer's needs, to respond with the Business Plan of the Branch and the fulfillment of the established goals.
If you have:
- Concluded or in process Bachelor's Degree (Administrative Areas, Finance, Economics).
- Knowledge of the Stock Market
- AMIB Figure 3 Certificate. ESSENTIAL
- Investment Promotion Societies.
- Assets, liabilities, insurance, and services
- Credit Risk Management Personal Data Protection PLD
- Sales Skills
- Sales Practices
- Investment Services
- Personal/Private Banking/Wealth Management Model of Credit Risks
- Operational Risk Model
- Negotiation Skills
- Decision Making
- Teamwork
- Work under pressure
- Ability to relate to people
- Dominance of the operation circuits of banking and investment products
- Dominance of the Credit Card Issuance circuit.
- Dominance of the clarification circuits
- Windows Package Management
For this position, AMIB certification and the necessary procedures for its obtaining are required.
If you meet the requirements, apply through this medium.
At BBVA, we are proud to be a company where diversity, inclusion, and equal opportunities prevail, regardless of the origin and condition of the employees, they are a priority for us.
Your future is here, join BBVA! We are transforming banking in Mexico and you can be part of this change.
For this position, AMIB certification and the necessary procedures for its obtaining are required.
If you require any reasonable accommodation
* in your selection process, communicate it to the recruiter in the first 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, sex, age, religion, disability, sexual orientation, gender identity or expression, social condition, health condition, opinions, marital status, or any other that may violate human dignity and have the purpose of nullifying or undermining the rights and freedoms of individuals.
We are sure that by cultivating a collaborative and inclusive work environment we will show the best of ourselves.
* Reasonable accommodations include the modifications and/or adaptations that the company may make during your selection process, in order for you to carry out said process adequately.
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