BBVA Global Wealth Advisors · 16 hours ago
Investment Counselor
Houston, TX
Full-time
Hybrid
Senior Level
5+ years expBBVA Global Wealth Advisors is seeking an Investment Counselor who will be responsible for generating revenues and providing tailored investment strategies for clients. The role involves developing customized investment proposals, training financial advisors, and ensuring the fulfillment of financial goals while maintaining fiduciary duty.
AdviceFinancial ServicesWealth Management
Responsibilities
Develops customized investment proposals for Private Clients based on the Investment Strategy proposed by DEI and creates customized Strategies and/or financial products for Private Clients in coordination with DEI and using the full range of Funds, Capital Markets, Debt, Money and Derivatives products, according to the level of sophistication and risk tolerance of the Clients, and participates in the presentation of the proposal to the Client
Participates in periodic meetings with DEI to know the general Investment Strategy and its rationale and communicates it in detail to the Commercial team and Private Clients, participating in Divisional Committees to disseminate and follow up with the Commercial team
Participates in meetings, events and public forums with Clients and prospects where he/she explains the strategies and detects their needs, explaining how to satisfy them in an efficient way
Is co-responsible for the fulfillment of the Financial Advisor’s goals by training, promoting, leading and advising them in order to achieve them
Develops and proposes strategies to achieve the goals of the FAs in particular and the business in general, maintaining continuous contact with the Commercial Head and follows up on the performance of the FAs with respect to their goals, establishing strategies to achieve them, using existing BBVA databases and tools to provide value to the FAs in making decisions in the management of their portfolios, and sharing Best Practices with other Divisions
Detects Red Flags in the portfolios of FAs and Private Clients
Qualification
Required
High technical and financial knowledge of Money, Capital, Exchange and Fund Markets; Structured Instruments and Derivatives, and economic indicators
Analysis of financial information and customer portfolios and generation of optimal proposals based on particular constraints
Advising FAs and Clients on strategies, product features, results and external impacts on their portfolios
5+ years of experience in the industry
BA in Economics, Finance or Business Administration, Masters in finance desired
License/Certification/Registration - Series 65, CFA or equivalent
Company
BBVA Global Wealth Advisors
BBVA Global Wealth Advisors offers wealth management and investment advisory services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase