Senior Wealth Manager (San Luis Potosí, SLP.)

Senior Wealth Manager

The Senior Wealth Manager is responsible for managing, retaining, and growing a client portfolio. Their main objective is to offer comprehensive financial advice, designing personalized investment strategies that maximize profitability and protect the client's assets, always aligning with their risk profile and BBVA's compliance and ethical policies.

Main Responsibilities

• Portfolio Management and Development:
• Manage an assigned portfolio of high-net-worth clients, ensuring retention, satisfaction, and balance growth.
• Proactively identify and acquire new prospective clients who meet BBVA's Wealth Banking profile (networking, referrals, etc.).
• Financial Advisory and Investment Strategy:
• Conduct in-depth financial diagnostics to understand each client's liquidity needs, investment horizon, and risk tolerance.
• Design and propose diversified investment portfolios including fixed income, equities, investment funds, structured notes, capital markets, and alternative products.
• Constantly monitor global and local financial markets to perform tactical portfolio rebalancing.
• Relationship Management and Client Service:
• Serve as the primary and trusted point of contact for clients, providing exclusive, agile, and excellent service.
• Coordinate with specialized areas of the bank (Trustee, Credit, Insurance, Corporate Banking) to offer comprehensive Wealth Management solutions.
• Regulatory Compliance and Risk:
• Ensure strict compliance with Anti-Money Laundering (AML) policies and Know Your Customer (KYC) procedures.
• Ensure all investment recommendations comply with the current regulatory framework and BBVA's internal risk policies.

Requirements and Profile

• Education: Completed Bachelor's degree in Finance, Economics, Business Administration, Accounting, or related fields. (A Master's degree in Finance, MBA, or specialization in Financial Markets is a plus).
• Experience:
• Minimum of 5 to 7 years of proven experience in Wealth Banking, Private Banking, or Wealth Management positions.
• Proven track record in managing complex investment portfolios and acquiring high-profile clients.
• Certifications (Mandatory in Mexico):
• Valid AMIB Figure 3 Certification (Investment Strategies Advisor) authorized by the CNBV.
• Desirable to hold international certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner).
• Languages: Advanced English (necessary for analyzing international markets and attending to foreign clients).

Competencies and Skills

Technical Competencies (Hard Skills)

Personal Competencies (Soft Skills)

In-depth knowledge of financial markets and macroeconomics.

Empathy and service orientation: Ability to build long-term relationships based on trust.

Proficiency in investment products (derivatives, funds, capital markets).

Assertive communication: Ability to explain complex financial concepts simply.

Financial analysis and risk management.

Negotiation and persuasion: Effective deal closing and resource acquisition.

Proficiency with financial platforms (Bloomberg, Reuters, internal systems).

High professional ethics and discretion: Impeccable handling of confidential information.