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.
At BBVA we are leading the transformation of banking worldwide, united in pursuing our goal of supporting your drive to go further. Firmly focused on the future, our on-going digital transformation is already producing disruptive innovations that power our vision of banking. Building on 160 years of history we know the importance of constant development, which is why we place so much confidence in the collaborative working environment that enables our people to grow and excel.
For over 50 years, BBVA in Switzerland has been helping clients manage their wealth with a global outlook, Swiss precision, and a philosophy that blends tradition with innovation. From Zurich to the world, we provide tailored solutions for those who value both strategy and trust.
Yet, our greatest strength lies in our people: an international, diverse, and highly skilled team that combines financial expertise with a digital mindset and innovative spirit. Continuous learning, cross-cultural collaboration, and career growth that makes a real impact in our clients’ lives drive everything we do, shaping both the way we work and the opportunities we create for our team.
Joining BBVA in Switzerland means being part of a global bank, working on pioneering projects in private and digital banking, and growing within a culture that listens, evolves, and strives to make a difference.
BBVA is a Spanish bank with its Swiss offices located in Zürich.
About the job:
Main Objective (Job Purpose):
- RM: Follow up of the relationship with the client.
- Preparation of investment portfolios and rebalancing of portfolios according with the client's investment profile.
- Management of administrative work.
- Obtaining documentation according to regulation.
Functions (duties and responsibilities):
- Management and development of client portfolios.
- Preparation of investment portfolios and proposals as well as their presentation to clients.
- Attendance at investment fund presentations and regular markets committees.
- Follow up of the portfolio’s composition and rebalancing the portfolios.
- Sending investment tactical ideas to the clients and monitoring that they are implemented.
- Assurance of compliance with local regulations.
- Exceptional business trips previous authorization.
- Participation in testing of new application and updates - when required.
- Management of administrative work of client portfolios.
- Revision of reports (overdrafts, maturities, corporate actions, etc.).
- Orders execution and customer control (payment of orders operations, clarifications, etc.). Renewal/application of Risk operations: credit lines, loans, guarantees, credit cards.
- Commercial follow-up and special campaigns in the area of her/his portfolio.
- Management and information of corporate actions that affect her/his portfolio.
- Updating customers information.
- Management of account closure and openings.
- Administrative tasks in account opening and closing process.
- Executing transactions and carrying out follow-up's on investments.
- Processing operating instructions from clients.
Your profile:
- Master Degree in Banking or Finance or equivalent. EFPA would be an advantage.
- At least 4 years of relevant experience in Private Banking industry.
- Willingness and ability to work against deadlines with the highest degree of accuracy.
- 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, (other languages are a plus).
Skills:
Banking, Customer Empathy, English Language, Learning Quickly, Prioritization, Problem Solving, Spanish Language, Time ManagementSkills Required
- Master Degree in Banking or Finance or equivalent
- EFPA certification
- At least 4 years of relevant experience in Private Banking industry
- Proficient knowledge of the MS Office package (especially Excel)
- Fluent in Spanish and English
- Other languages
- Ability to work to deadlines with high accuracy
- Strong problem solving and persuasive/social skills with high service orientation
- Excellent time management and ability to work under pressure with multiple priorities
- Reliable team player with adaptability and quick learning ability
What We Do
At BBVA we are leading the transformation of banking worldwide, united in pursuing our goal of bringing the age of opportunity to everyone. Firmly focused on the future, our on-going digital transformation is already producing disruptive innovations that power our vision of banking. Every one of our 112,465 employees, from branch staff to senior leaders, plays an essential role in giving our 85 million customers the cutting edge banking solutions that they deserve. Building on 165 years of history we know the importance of constant development, which is why we place so much confidence in the collaborative working environment that enables our people to grow and excel. If you would like to learn about the culture and opportunities on offer at a company that is leading the way for 21st century banking, head to the ‘Life’ tab to find out more.
