Auf einen Blick
- Aufgaben: Verwalte Kundenbeziehungen und entwickle individuelle Investmentportfolios.
- Unternehmen: BBVA, ein globales Unternehmen mit über 160 Jahren Erfahrung.
- Vorteile: Wettbewerbsfähiges Gehalt, Weiterbildungsmöglichkeiten und internationale Erfahrungen.
- Weitere Informationen: Teamorientierte Umgebung mit vielen Entwicklungsmöglichkeiten.
- Warum dieser Job: Wachse in einer dynamischen Branche und mache einen echten Unterschied für Kunden.
- Qualifikationen: Master in Banking oder Finance und mindestens 4 Jahre Erfahrung im Private Banking.
Das prognostizierte Gehalt liegt zwischen 45000 - 55000 € pro Jahr.
Excited to grow your career?
BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers.
We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.
About the job: Main Objective (Job Purpose): RM: Follow up of the relationship with the client.
Preparation of investment portfolios and rebalancing of portfolios according with the client's investment profile.
Management of administrative work.
Obtaining documentation according to regulation.
Functions (duties and responsibilities): Management and development of client portfolios.
Preparation of investment portfolios and proposals as well as their presentation to clients.
Attendance at investment fund presentations and regular markets committees.
Follow up of the portfolio’s composition and rebalancing the portfolios.
Sending investment tactical ideas to the clients and monitoring that they are implemented.
Assurance of compliance with local regulations.
Exceptional business trips previous authorization.
Participation in testing of new application and updates - when required.
Management of administrative work of client portfolios.
Revision of reports (overdrafts, maturities, corporate actions, etc.).
Orders execution and customer control (payment of orders operations, clarifications, etc.).
Renewal/application of Risk operations: credit lines, loans, guarantees, credit cards.
Commercial follow-up and special campaigns in the area of her/his portfolio.
Management and information of corporate actions that affect her/his portfolio.
Updating customers information.
Management of account closure and openings.
Administrative tasks in account opening and closing process.
Executing transactions and carrying out follow-up's on investments.
Processing operating instructions from clients.
Your profile: Master Degree in Banking or Finance or equivalent.
EFPA would be an advantage.
At least 4 years of relevant experience in Private Banking industry.
Willingness and ability to work against deadlines with the highest degree of accuracy.
Combine persuasive social and problem solving skills with a high service orientation, discipline and high quality mind-set.
Highly self-motivated, open-minded, quick learner.
Excellent time management.
Reliable team player with sense of responsibility and the ability to adapt to changing demands.
Ability to work efficiently under pressure and multiple priorities.
Proficient knowledge of the MS Office package (especially excel).
Fluent in Spanish and English, (other languages are a plus).
Skills: Aprendizaje rápido Banca Empatía con el cliente Gestión del tiempo Idioma español Idioma inglés Priorización Resolución de problemas #J-18808-Ljbffr
Junior Relationship Manager Affluent Desk Arbeitgeber: BBVA
Als Arbeitgeber bietet unser Unternehmen eine dynamische und unterstützende Arbeitsumgebung, die Innovation und Zusammenarbeit fördert. Wir legen großen Wert auf die berufliche Weiterentwicklung unserer Mitarbeiter und bieten zahlreiche Schulungs- und Aufstiegsmöglichkeiten, insbesondere in der spannenden Welt der Finanzplanung und fortschrittlichen Analytik. Unsere zentrale Lage ermöglicht es Ihnen, in einem lebendigen Umfeld zu arbeiten, das sowohl persönliche als auch berufliche Erfüllung bietet.
