Job summary
Job post source
This job is directly from BBVA
Job overview
The BANQUERO PRIVADO IV role at BBVA involves supporting Financial Advisors by managing client relationships and assisting in business development within the private banking sector.
Responsibilities and impact
The candidate will maintain and build client relationships, assist Financial Advisors in acquiring new assets, collaborate with internal specialists, prioritize client care during travel, comply with regulatory and risk policies, and report daily activities.
Experience and skills
Requires over three years of experience in Private Banking or Financial Services, a BA degree with MBA, CFA, or CFP preferred, mandatory Series 65 or equivalent certification, strong sales success, business acumen, community presence, Spanish fluency, and excellent communication and organizational skills.
Company information
BBVA is a financial institution with a strong presence in Latin America, offering institutional platforms and specialized resources to support client advisory services.
Team overview
The role is part of a Miami-based team supporting Financial Advisors with institutional resources and specialists.
Job location and travel
The position is based in Miami with a focus on serving Latin American high net worth clients.
Company overview
BBVA (Banco Bilbao Vizcaya Argentaria) is a global financial services group founded in 1857 and headquartered in Madrid and Bilbao, Spain. The company offers a wide range of banking services including retail, corporate, and investment banking, as well as asset management and insurance. BBVA generates revenue primarily through interest income from loans, fees from financial services, and investment income. Notably, BBVA has been a pioneer in digital banking, emphasizing innovation and technology to enhance customer experience and operational efficiency.
How to land this job
Tailor your resume to emphasize your experience in private banking or financial services, especially your success in developing business with ultra-high-net-worth individuals and families in the Latin American market, aligning with BBVA’s client focus.
Highlight your qualifications such as a BA, MBA, CFA, CFP, and mandatory Series 65 or equivalent certifications prominently, as these are critical requirements for the role.
Apply through multiple platforms including BBVA’s corporate careers site and LinkedIn to maximize your application’s visibility and chances of being noticed.
Connect on LinkedIn with professionals in BBVA’s Private Banking division, using ice breakers like commenting on recent BBVA initiatives in Latin America or asking about their approach to client relationship management to start meaningful conversations.
Optimize your resume for ATS by incorporating key terms from the job description such as 'private banking,' 'financial services,' 'Series 65,' 'high net worth,' 'client relationship management,' and 'Latin America market' to ensure it passes initial screening algorithms.
Use Jennie Johnson’s Power Apply feature to automate and streamline your applications, manage multiple job site submissions, and identify LinkedIn contacts to network with, freeing up your time to focus on interview preparation and professional development.
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