Client Solutions Associate

As a Client Solutions Associate, you will report directly to the Client Solutions Head as a key strategic, commercial, and analytical co-pilot. This role requires a highly structured, proactive, and commercially minded leader with 1 to 5 years of experience to take ownership of business growth initiatives, executive-level storyboarding, and cross-border project execution. You will bridge commercial execution and business intelligence-transforming raw commercial activity data into actionable strategy, leading high-stakes business reviews, and executing action plans across Latin America High-Value Individuals segments (Mexico, Peru, Colombia, Uruguay).

• Commercial Insights & Business Analytics: Translate commercial activity data, pipeline metrics, and business intelligence feeds into high-level business stories. Identify sales trends, high-potential growth opportunities, and commercial bottlenecks to directly drive revenue generation and business performance.
• AI-Driven Efficiency & Commercial Enablement: Leverage cutting-edge AI tools (such as ChatGPT and Gemini) as a productivity force multiplier to streamline analysis, generate strategic presentation frameworks, and refine business messaging.
• Executive Presentations & Strategic Alignment: Design and deliver compelling, high-impact business presentations for commercial teams and Senior Management. Confidently lead meetings, pitch strategic direction, and guide business leaders toward data-backed decision-making.
• KPI Oversight & Commercial Monitoring: Establish, monitor, and manage core business KPIs across markets. Build pragmatic tracking mechanisms using data analytics and CRM platforms to ensure clear visibility over conversion rates, pipeline activity, and sales team productivity.
• Commercial Initiatives & Project Leadership: Spearhead strategic business projects, digital tools adoption (CRM, BI, AI integrations), and growth initiatives that enhance sales force effectiveness across the region.

• CX Model Design & Rollout: Propose, design, and implement pragmatic Client Experience models and initiatives that enhance client engagement and elevate service standards across touchpoints.
• NPS Monitoring Framework: Build and maintain a robust Net Promoter Score (NPS) monitoring system to consistently measure client loyalty and satisfaction.
• Actionable Feedback & Follow-Up: Analyze NPS trends to define, launch, and execute targeted action plans aimed at resolving operational friction and elevating client satisfaction.

• Segmentation Execution: Oversee the day-to-day implementation of segment strategies (Affluent, Private, UHNW), aligning sales activity data with segment growth goals.
• Value Proposition Refinement: Partner with product and marketing teams to tailor and iterate segment-specific commercial materials and value propositions for High-Value Individuals
• Servicing Model Alignment: Lead updates and operational rollouts for client servicing models, streamlining workflows and documentation for sales teams.

• Referral Optimization: Manage and refine daily referral workflows with BBVA Private Banking partners, maximizing prospect conversion rates while ensuring strict compliance.
• Capacity & Resource Planning: Maintain team capacity models, providing business-backed recommendations to management for resource allocation and market coverage.
• Structured Execution & Action Plans: Design pragmatic action plans following business reviews, assigning clear ownership, key milestones, and rigorous follow-up mechanics to ensure effective execution.
• Regional Coordination (Lat Am): Lead regular alignment meetings and strategy follow-ups with business units in Mexico, Peru, Colombia, and Uruguay to drive regional strategic goals and remove execution barriers.
• Regulatory & Policy Adherence: Ensure that all commercial initiatives, regional alignment efforts, and business execution comply fully with internal policies and local financial regulations across jurisdictions.

• Value-Add Offerings Lifecycle: Research, evaluate, and manage non-financial solutions (e.g.,…