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Global Client Portfolio Management Expert
hace 2 meses
Company Overview
BBVA is a global banking group with over 160 years of history, present in 25 countries and serving over 81 million customers. We are more than 110,000 professionals working in diverse teams.
Salary
We offer an estimated annual salary of $80,000 to $120,000 based on location and experience.
Job Description
We are seeking a Global Client Portfolio Management Expert to join our team. The successful candidate will coordinate with Sales, Operations & Risk departments to establish priorities for the onboarding pipeline, promote the creation of E2E onboarding guidelines, and work jointly with FO and BO to improve communication between teams.
Key Responsibilities:
- Coordinate with Sales/Bankers and Delegated Functions to establish priorities of the onboarding pipeline.
- Promote the necessary creation, modifications, and adjustments of E2E onboarding guidelines for sales.
- Work jointly with FO and BO to improve communication between teams, orchestrate the analysis of common operational errors, promote the establishment of process manuals, and troubleshoot information throughout the workflow.
- Collaborate in the development of the data-driven process to identify uncovered clients, use data about a client's industry, our competitors, and define and execute a commercial strategy to approach them, identify cross-sell opportunities, and prioritize prospects to expand our franchise.
- Work on the implementation and use by sales teams of the CRM system.
Required Skills and Qualifications
We are looking for a highly skilled professional with advanced user knowledge of Analytics/BI solutions and Python programming skills. Strong organizational and prioritization skills, excellent attention to detail, proactive attitude, and effective communication skills are also essential.
Benefits
We offer a wide range of benefits, including access to the entire BBVA training offer and the Ninja project, a gamified training platform with a community of more than 11,000 participants.
Others
At BBVA, we believe in diversity, inclusion, and equal opportunities. We cultivate a collaborative and inclusive work environment that allows every employee to do their best work.
