BBVA Compass

International Wealth Strategist I

Job ID
FLSA Status


At BBVA, we’re working to make banking better for everyone. That’s where you come in. We’re looking for smart, team-oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below.


Main Duties and Responsibilities


To be a successful Wealth Strategist, he/she must be able to build relationships with the bank’s Relationship Managers and Clients, establish credibility as a source of trustworthy advice, and excel at building a business. The ideal candidate will have past experience in wealth planning and insurance services targeting Private Banking clients.


  • The Wealth Strategist will advise in the area of wealth planning for the HNW and UHNW clients in the International Private Wealth footprint.
  • Provide wealth planning support, education and guidance to existing Relationship Managers and prospect Clients.
  • Develop a consultative, rather than a transaction-oriented, approach toward existing and prospect Clients.
  • Help Clients to determine their wealth planning needs, and utilize commercial skills to effectively recommend suitable insurance and help the client with off shore structured solutions.
  • Prepare presentations that clearly communicate recommendations and alternatives related to Clients’ needs.
  • Participate in client presentations as requested by Relationship Managers.
  • Develop strong relationships and become one of the Client’s/Family trusted advisor.
  • Work with clients to help protect them financially in the event of death and thus protect what matters most to them. 
  • Develop wealth strategies to help Clients' estates pass according to their wishes ensuring their legacy lives beyond their lifetime.
  • Provide input and support for the development of new insurance and wealth planning initiatives and product enhancement in his/her area.


Experience Details

• Minimum of 5 years of experience in Wealth Planning and Structured Products.
• Previous positions held in International Private Wealth Insurance Specialist or Wealth Planning including Insurance solutions.
• Experience selling to and servicing an existing client base.
• Strong client relationship background.
• Understanding of Wealth Management business (offshore) and insurance competitive and regulatory environment.
• Strong history of achievement through career progression and/or track record.
• Demonstrate good communication skills and contributions to team success in past roles.
• Internal and external client facing skills.
• Strong negotiation, complex problem resolution, communication and presentation (written and oral) skills.
• Strong legal and compliance background doing business in Latin America.

Personal Profile

• Team player with ability to work at both small and large levels of the organization with limited support.
• Sound judgment, keen sense of urgency, and high level of professional and personal integrity.
• Self-motivated and able to manage multiple priorities and deadlines.
• Ability to gain the trust of internal and external clients and staff.
• Enthusiasm and passion for the project at hand.
• Identify and embrace the organizational values and culture of BBVA Compass.
• Ambition for producing commercial development.
• Willing to be measured and rewarded commensurate by growth.
• Versatile profile with proven flexibility to adapt to internal changes and client approach corresponding to different Latin American markets.


• Bachelor’s Degree


Technical Skills / Requirements
• The ideal Candidate is an advisor and should have a consultative sales approach.
• The ideal Candidate should understand the International Wealth Management environment.
• He/She should have a sales/hunter personality, know how to close a sale, and build a close network with BBVA’s Relationship Managers.
• Bilingual English & Spanish.
• Trilingual is a plus (English, Spanish and Portuguese)
• Licenses: CFP (a plus), General lines- Life & Health, Series 6, 7, 63, 65 or 66 (a plus).


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