Client Manager
Vor 5 Tagen
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:
Functions (duties and responsibilities):
- Support CRM in administrative activities, overdrafts, maturity products, fiduciary renewals.
- Administrate tasks in account opening and closing process.
- Execute transactions and carrying out follow-up's on investments.
- Handle client queries in an independent manner.
- Prepare client visits / Business Trips.
- Manage Pre- and post-processing of customer visits and business trips.
- Independent management of customer administration as well as permanent customer data maintenance.
- Administrative and client-related support of various client advisors.
- Handle general correspondence.
- 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
Your profile:
- Master Degree in Banking or Finance or equivalent. EFPA would be an advantage.
- Attention to detail and high motivation to deliver by being a trusted facilitator, coordinator and reliable partner.
- Extreme attention to detail, particularly with respect to client information and payment data.
- 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, German would be an advantage
Skills:
Banking, Deadline Management, Detail-Oriented, English Language, Microsoft Excel, Problem Solving, Spanish Language, Time Management-
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