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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in operational management and strategic consulting within the wealth management sector, with a strong focus on compliance, financial modeling, and cross-functional collaboration. Proficient in creating impactful presentations and delivering quantitative business insights to support decision-making.
Highest-signal resume keywords
Wealth Management ExperienceFinancial Modeling ExpertisePowerPoint ProficiencyOperational Compliance KnowledgeAnalytical Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudget ManagementMetric ReportingNumerical ModelingOperational Solutions DesignProject CoordinationData AnalysisCost ControlExecutive Presentation CreationQuantitative Insights
Soft Skills
Independent JudgmentAnalytical RigorInterpersonal CommunicationProblem-SolvingLiaison Skills
Tools & Technologies
Microsoft Office SuitePowerPointDashboardsQuantitative ToolsReporting Software
Industry Keywords
Family OfficePrivate BankingUHNW Wealth ManagementInvestment OperationsComplianceRisk ManagementLegal ServicesCorporate FunctionsTalent and CultureFinancial Engineering
About the role
Key responsibilities & impact- Act as the operational and business development link between the Multi-Family Office subsidiary and BBVA’s corporate areas
- Coordinate interaction with Talent and Culture, Legal, Compliance, Risk, Audit, Finance, and IT teams
- Support compliance and implementation of the internal control framework
- Ensure subsidiary operations, projects, and processes align with Compliance and Legal policies and requirements
- Monitor budgets and accounting, ensuring invoicing, expenses, and reporting meet required deadlines and standards
- Prepare executive deliverables, dashboards, metrics, and quantitative business insights
- Ensure efficient day-to-day operation of the subsidiary and resolve operational and organizational needs
- Create high-level technical and commercial presentations supporting the MFO value proposition
- Participate in proposals for wealth management opportunities
- Provide technical and analytical support in designing new services and commercial approaches
- Translate business requirements into operational solutions
- Contribute to the creation and sustainable long-term development of the new Multi-Family Office
Requirements
What you’ll need- More than 6 years of demonstrable professional experience in transversal corporate vision, operations, or strategic consulting roles
- Previous experience or direct exposure to Family Office, Private Banking, or Wealth Management
- Practical understanding of the UHNW wealth management ecosystem, private banking dynamics, investment operations, and wealth vehicles
- High numerical, financial, and analytical proficiency
- Demonstrated experience with numerical models, budgets, cost control, and metric reporting
- Mandatory expert-level proficiency in PowerPoint and Microsoft Office Suite
- Experience designing and creating high-impact executive and commercial presentations
- Broad technical and operational understanding of interconnected corporate functions, including Risk, Finance, Talent and Culture, IT, Compliance, and Legal Services
- Excellent financial modeling capabilities
- University degree in a quantitative, financial, or business-related field, such as Economics, Business Administration, Actuarial Science, or Financial Engineering
- Postgraduate education in a related field is a plus, not a requirement
- Interest in or progress toward an accredited financial certification is a plus, not a requirement
- Ability to act as a liaison between business and corporate functions
- Strong analytical rigor, numerical focus, independent judgment, and regulatory rigor
Benefits
Comp & perks- Hybrid work arrangement
- Opportunity to participate in the creation and development of a new Multi-Family Office project from its inception
- Support from BBVA, a global company operating in more than 25 countries
- Opportunity to work with multidisciplinary teams