BBVA Compass

  • Insurance & Wealth Planning Manager I - II

    Job ID
    FLSA Status
  • Overview

    At BBVA, we are working to make banking better for everyone. That is where you come in. We are 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.


    Function as a member of the International Wealth Management division and play an influential role in the growth and leadership of the HNW and UHNW market segment of the organization.


    Able to build deep relationships not only with the International Regional Managers Relationship Managers, Financial Advisors, and Wealth Strategists but also with a range of sophisticated clients and providers. Establish credibility as a source of trustworthy advice, and excel at building Life Insurance business as Vehicle of Financial Planning. Demonstrates his ability to build and develop relationships with clients and potential clients in the HNW and UHNW segment and to design and participate in the strategic formation of Wealth Plans and Risk Management Strategies to cover their financial and risk management needs of HNW and UHNW clients.

    •  Demonstrate client-focus, with strong sales, analytic, technical, teamwork and relationship building skills
    • Build customer loyalty as a way to demonstrate excellence at client service and identify opportunities for improvement
    • Responsible for designing a comprehensive financial plan and preparing the personalized presentation to clients positioning/delivery of Insurance Planning Solutions (Case Design) to HNW and UHNW clients and prospects, with the primary objective of partnering with the International Wealth Strategists to offer appropriate Life Insurance solutions to their International Wealthy clients
    • Actively participates in sales calls and in person meetings for complex and big Insurance cases.


    Financial Planning:

    • Ensure the Strategy design is consistent with the Investment profile and financial and risk management needs for the client and families.
    • Synchronize business development and execution of protection strategy with International Wealth Strategists, Relationship Managers, Financial Advisors and Product Specialists.
    • Coordinates with the Wealth Strategists the updates on insurance opportunities, including new products and services offered by the different Insurance Companies.
    • Develop comprehensive Insurance Plan and asset allocation proposal is appropriate to clients.
    • Provide support, education and guidance to existing Wealth Strategists and prospects if needed.
    • Develop an advisor and consultative, rather than a transaction-oriented, approach toward clients and prospects
    • Help clients to determine financial and investment needs, and utilize commercial skills to effectively recommend suitable Life Insurance products and services.


    Leadership and Strategy Development:

    • Serve as a guide into the HNW and UHNW market segment for International Wealth Strategists in complex cases
    • Provide input and support for the development of new business initiatives and product enhancement.
    • Cooperate effectively with top management to coordinate/contribute/determine the direction and development of the International Wealth Strategies group.
    • Handle specialized negotiations with insurance carrier’s management and underwriting teams for complex cases.



    Experience Details:

    • Level I – Three to seven years’ experience
    • Level II - Minimum of 8 years of experience
    • Previous positions held in International Private Wealth, Asset Management, Insurance, Risk Management and/or Organizational Management.
    • Experience selling to and servicing an existing client base
    • Knowledge of Wealth Management business (onshore and offshore) and competitive and regulatory environment
    • Previous life Insurance case design experience.
    • Demonstrate exceptional 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
    • Familiarity with International Financial Planning process: Trusts, off-shore, on-shore, over the counter, fixed income, equity, emerging markets, derivatives, and credit concepts, procedures and practices, in the U.S., Mexico, Latin America and Global.


    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
    • Willing to be measured and rewarded commensurate by growth
    • Ability to create meaningful relationships with partners within the organization (within the Private Banking and Wealth Management divisions as well as other business units of BBVA Compass)
    • Ability to travel internationally.


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