BANQUERO PRIVADO IV
BBVAAbout the role
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:
You will be part of a team based in Miami and supported by an institutional platform that has the resources, specialists and intellectual capital to advise clients in achieving their desired objectives.
* Attend to and maintain relationships with customers by earning trust and thoroughly understanding the customer’s needs, providing quality and timely service, with the main objective being to provide the customer with a unique customer service experience.
* Assist the FA in achieving business results and acquiring new assets, both from existing and new customer base acquisition
* Partner with internal specialists to provide cross-functional expertise to clients when needed
* Prioritize the care of Financial Advisors's (FA) clients while they are traveling.
* Assist FA's from other teams as needed.
* Strictly comply with all risk and control policies, regulatory guidelines and security measures.
* Daily reporting of activities and calls received to traveling FA's (Daily logbook).
* More than three years of work experience in Private Banking or Financial Services developing business,
Individuals and families with UHN and/or high net worth in Latin America market
Requirements:
* BA, MBA, CFA, CFP preferred.
* Series 65 or its equivalent (i.e. CFA) - MANDATORY
* Sales success and strong business acumen
* Strong community presence with an established network
* Focuses on the customer experience and works tirelessly on to obtain
* Proactive, takes initiative and utilizes critical thinking to solve problems
* Dynamic and credible professional who communicates clearly
* Exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout the business
* Spanish fluency required
Legal requirements
It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
Pay Transparency Policy Statement
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)).
Individuals with Disabilities
BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: disabilityaccessjobs.us@bbva.com or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*.
*The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disabilit
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