Position Summary: Acquire, retain, and deepen the client portfolio by managing and allocating liquidity surpluses and pursuing new client engagements to increase business volume. Key Highlights: 1. Management and allocation of clients' liquidity surpluses. 2. Delivery of customized financial and non-financial solutions. 3. Being part of an agile, modern, and innovative institution. **Do you want to develop your professional career?** BBVA is a global company with over 160 years of history, operating in more than 25 countries, serving over 80 million customers. We are more than 121\.000 professionals working in multidisciplinary teams with diverse profiles, including finance specialists, legal experts, data scientists, developers, engineers, and designers. **BBVA: Transforming dreams into opportunities — Ready to create together?** **Primary Job Function** Acquire, retain, and deepen the client portfolio; the main objective is to manage and allocate the liquidity surpluses of the assigned client portfolio, while also onboarding new clients to increase business volume across banking, trust, brokerage, and offshore products — delivering optimal solutions to meet clients’ financial and non-financial needs with the best possible experience. Additionally, provide customized financial management solutions exclusively designed to help our clients achieve their financial goals, manage and allocate the liquidity surpluses of the assigned client portfolio, and deliver banking, trust, brokerage, and offshore products. **Academic Qualifications** Students in their final semesters and/or professionals holding degrees in Finance, Business Administration, Economics, Industrial Engineering, International Business, or related fields. **Experience** Minimum (2\) years of experience in roles related to customer service, financial advisory, banking products, or exclusively managing high-value clients or those in preferred segments. **Technical Knowledge and/or Tools** * Office (Word, Excel, PowerPoint, and Access) * Data analysis * Intermediate Excel **Skills** * Specialized customer service * Client profiling and prospecting * Knowledge of wealth management (liability-side products) * Monitoring and control of client portfolio balances *Discover the future of banking with BBVA! We are a top-tier banking institution with an ambitious corporate project aimed at leading global change through digital transformation. With a presence in more than 30 countries, our diversified business offers cutting-edge financial services.* *At BBVA, our goal is to break down the barriers of traditional banking and make the opportunities of this new era accessible to everyone. Our purpose drives us to reinvent the industry and conduct business in an innovative and inclusive way.* *With over 50 years of history in Colombia, we stand out as an agile, modern, innovative institution committed to the country’s economic and social development. Join our team at BBVA and become part of a company that lives and understands the banking of the future.* *Experience the banking revolution with BBVA!*
Valentina Rodríguez
Indeed · HR
Valentina Rodríguez
Indeed · HR
