This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA in USA.
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We are BBVA, a global bank with more than 73 million customers and a footprint that extends across more than 30 countries. We work to help people make the best financial decisions and bring the age of opportunity to everyone. We are guided by our values: the customer comes first, we think big and we are one team.
Will manage a portfolio of relationships; produces revenue and sales production and compliance within Private Banking Group policies. Provide quality service to customers and assigned relationships in accordance with client service standards and bank policies.Responsibilities
- Maintains and grows a portfolio of clients which generate revenues and a profit.Build and maintain book of business by helping clients define financial goals and objectives. Analyzing client’s current financial resources and financial position. Identifying appropriate products and services to help clients attain objectives. Ensuring clients are introduced and partner with appropriate bank specialists inside and outside the Private Client Services Group. Obtains client referrals and additional assets. Meets all performance, contact, referral and strictly complies with service and call standards (including criteria for loans, deposits and non-fee income and fee revenue production). Supports the Private Client Services Credit Center and effectively partners with Branch Managers, Financial Advisors, support staff, and product partners.Ensures compliance with all document provisions, tax and fiduciary laws, policies and procedures, working with PMs to determine or confirm investment objectives, asset allocation and establish investment policy.
At BBVA, we are proud to be a company that prioritizes diversity, inclusion and equal opportunities, regardless of the race, age, gender, ethnicity, disability, religion or sexual orientation of our employees and collaborators. Corporate responsibility is an essential component of our business model, as we promote financial education and support research and culture.
Being part of BBVA means developing your career in the company that is leading the transformation of the financial sector.