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Relationship Manager (Mexico)

Zurich, Switzerland
Closing date
Feb 15, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Your profile:
  • Master Degree in Banking or Finance or equivalent.
  • EFPA and Bloomberg Knowledge would be an advantage
  • CFA or CAIA certifications would be an advantage
  • Knowledge of the Mexican Market
  • More than 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

BBVA in Switzerland is the only bank in the BBVA Group devoted exclusively to Private Banking. As part of a global financial group that is heading banking transformation worldwide, we combine experience and soundness with new-era innovative spirit. We are wherever our clients are, Creating Opportunities and committed to banking of the future. We provide the best financial advisory and wealth diversification options by investing in global financial markets.

BBVA is a Spanish bank and in Switzerland our offices are located in Zürich. Immediately or by agreement, we are looking for a person as

Relationship Manager (Mexico)
  • 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.

  • 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 positioning of 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.

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