WEALTH EXECUTIVE - WEALTH BANKING BOGOTÁ - RETAIL BANKING

Description

Job Summary: Acquire, retain, and deepen the client portfolio by managing and allocating liquidity surpluses and products, offering customized financial solutions. Key Highlights: 1. Manage and allocate client portfolio liquidity surpluses. 2. Offer customized financial management solutions. 3. Be part of a global bank undergoing digital transformation. **Want to advance 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 over 121\.000 professionals working in multidisciplinary teams with diverse profiles—including finance specialists, legal experts, data scientists, developers, engineers, and designers. **BBVA: Turning 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 liquidity surpluses of the assigned client portfolio, while also acquiring new clients, aiming 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 designed exclusively to help our clients achieve their financial goals, manage and allocate liquidity surpluses of the assigned client portfolio, and banking products—including trust, brokerage, and offshore offerings. **Academic Qualifications** Students in final semesters and/or graduates 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 or preferred-segment clients. **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 controlling 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 over 30 countries, our diversified business offers cutting-edge financial services.* *At BBVA, our goal is to break down 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!*