Senior Relationship Manager - Mexico Desk

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.

Banking is constantly evolving, and so are we. At BBVA, we bring together experience, fresh perspectives and a collaborative spirit to keep moving forward.

 

This approach is reflected in BBVA Global Wealth, where teams across different markets combine their expertise to deliver personalized wealth management solutions. BBVA in Switzerland plays an important role within this international network, bringing over 50 years of private banking experience and Swiss financial expertise, while drawing on the reach and capabilities of a global banking group. By working closely with colleagues across markets, we exchange knowledge and perspectives to better serve our clients and build lasting relationships.

 

At the heart of it all are our people. Our Zurich-based team brings together different cultures, professional backgrounds and perspectives, combining financial expertise with a digital mindset and an openness to new ideas. We believe in learning from one another, working collaboratively and creating an environment where people can develop their skills, take on new challenges and grow professionally.

 

Joining BBVA in Switzerland means combining the expertise of Swiss private banking with the opportunities of an international financial group. It's a chance to contribute, keep learning and be part of a business that continues to evolve.

About the job:

Main Objective (Job Purpose):

 

• Fulfill the budgetary targets assigned at the individual level in terms of capturing new net assetsand generating income.

• Management of the daily requirements of the clients assigned in accordance with the Bank'sstrategy and in collaboration with the other departments of the Commercial area and the Control areas.

 

Functions (duties and responsibilities):

 

• Generation of trust relationships with existing portfolio of clients and prospects based on their particular needs.

• Identification of new prospects in the assigned geographical area, both from the existing client portfolio and through new commercial initiatives.

• Contact, support and monitoring of local bankers assigned in the geographies with collaboration agreement with Local Banking.

• Keep up-to-date on relevant market news, evolution of the main indicators and the positioningof the Investment & Market Area.

• Collaboration with the Advisory Area in the preparation of investment proposals to clients and prospects.

• Compliance with Cross-Border regulations, pre and post travel, both in business trips and in daily contact with customers and prospects.

• Execution and processing of investment orders ordered by clients.

• Thorough knowledge of customers and maintenance of Know Your Customer (KYC) updated.

• Keep updated of regulatory developments and compliance with the requirements of the Control Areas in relation to the communication and documentation of customers and prospects.

 

Your profile:

 

• Master Degree in Banking or Finance or equivalent.

• EFPA and Bloomberg Knowledge would be an advantage.

• CWMA, CFA or CAIA certifications would be an advantage.

• Over 10 years of experience in the private banking sector.

• Persuasive nature and entrepreneurial spirit combined with sales-DNA.

• Good communication, negotiating and networking skills.

• Willingness to travel.

• A proven track record of cultivating new relations through offering high quality investment services and advice.

• Result oriented and self-motivating, open-minded and quick learner.

• 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, German would be an advantage.

 

 

Why join us?

 

At BBVA Switzerland, you can enjoy the best of both worlds: the opportunities and exposure of an international banking group combined with the close and personal atmosphere of our Zurich office. With colleagues from a wide range of nationalities and backgrounds, you will be part of a team where people know each other, work closely together and support one another. In addition, we offer attractive employee benefits and an environment where you can continue to develop both professionally and personally.

 

Does this sound like the right place for you? We would love to hear from you and look forward to receiving your application!

Skills:

Customer Empathy, English Language, Financial Products, Private Banking, Relationship Building, Results-Oriented, Spanish Language, Team Player, Work Collaboratively