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Investment Communication and Customer Experience Specialist

BBVA
BBVA
Madrid, SpainOn-siteCompetitiveAdded 3 days agoMidPermanentRemote: On Site🇪🇸Spanish: Native
🇬🇧 English Required🇪🇸 Translated from Spanish

This job was originally posted in Spanish and automatically translated to English.

Job Description

Excited to grow your career?

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.

Learn more about the area:

We are looking for a professional with experience in investment funds and financial markets to join the Customer Experience team at BBVA Asset Management.

You will work in an environment where investment, innovation, and communication converge. You will be the link between the management, business, and commercial network teams, helping to convert complex analyses into clear and useful messages for BBVA customers and professionals.

You will participate in strategic projects related to investment communication, customer experience, artificial intelligence applied to knowledge management, and the communication of investment solutions.

What will you do?

  • Translate the vision of the investment teams into understandable communications for customers and the commercial network.

  • Prepare market notes, talking points, reports, and content regarding investment funds, portfolios, and financial markets.

  • Participate in the design of the customer experience associated with our investment products.

  • Collaborate with managers, analysts, Product, Marketing, and Sales to ensure rigorous and consistent communication.

  • Drive the development of virtual assistants, knowledge bases, and new use cases for artificial intelligence applied to investment communication.

  • Analyze the needs of customers and the network to identify opportunities for improvement in content, tools, and services.

About the job:

We are looking for someone who...

  • Possesses deep knowledge of investment funds, financial markets, and portfolio construction.

  • Is capable of explaining complex concepts in a simple and rigorous manner.

  • Enjoys writing and communicating.

  • Is curious about innovation and artificial intelligence applications.

  • Is able to work cross-functionally with investment, business, and technology teams.

We will especially value

  • Experience in asset management firms, private banking, financial analysis, or investment product development.

  • Certifications: EFPA, CFA or CAIA.

  • Excellent oral and written communication skills.

  • Professional English.

  • Experience in generative AI applied to knowledge or communication.

Skills:

Communication, Counseling, Financial and sustainability certifications, Financial Instruments & Markets, Investment Funds, Legislation of security markets and investment vehicles, Merchandising, Private Banking, Process Leadership, Teamwork
View original advert (Spanish)

Excited to grow your career?

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.

Learn more about the area:

Nos gustaría contar con un/una rofesional con experiencia en fondos de inversión y mercados financieros para incorporarse al equipo de Experiencia de Cliente en BBVA Asset Management.

Trabajarás en un entorno donde confluyen inversión, innovación y comunicación. Serás el nexo entre los equipos de gestión, negocio y red comercial, ayudando a convertir análisis complejos en mensajes claros y útiles para clientes y profesionales de BBVA.

Participarás en proyectos estratégicos relacionados con comunicación de inversiones, experiencia de cliente, inteligencia artificial aplicada a la gestión del conocimiento y comunicación de soluciones de inversión.

¿Qué harás?

  • Traducir la visión de los equipos de inversión en comunicaciones comprensibles para clientes y red comercial.

  • Elaborar notas de mercado, argumentarios, informes y contenidos sobre fondos de inversión, carteras y mercados financieros.

  • Participar en el diseño de la experiencia de cliente asociada a nuestros productos de inversión.

  • Colaborar con gestores, analistas, Producto, Marketing y Ventas para garantizar una comunicación rigurosa y coherente.

  • Impulsar el desarrollo de asistentes virtuales, bases de conocimiento y nuevos casos de uso de inteligencia artificial aplicada a la comunicación de inversiones.

  • Analizar las necesidades de clientes y red para identificar oportunidades de mejora en contenidos, herramientas y servicios.

About the job:

Buscamos a alguien que...

  • Posea un profundo conocimiento de fondos de inversión, mercados financieros y construcción de carteras.

  • Sea capaz de explicar conceptos complejos de forma sencilla y rigurosa.

  • Disfrute escribiendo y comunicando.

  • Tenga curiosidad por la innovación y las aplicaciones de la inteligencia artificial.

  • Sea capaz de trabajar transversalmente con equipos de inversión, negocio y tecnología.

Valoraremos especialmente

  • Experiencia en gestoras de activos, banca privada, análisis financiero o desarrollo de productos de inversión.

  • Certificaciones EFPA, CFA o CAIA.

  • Excelente capacidad de comunicación oral y escrita.

  • Inglés profesional.

  • Experiencia en IA generativa aplicada al conocimiento o la comunicación.

Skills:

Communication, Counseling, Financial and sustainability certifications, Financial Instruments & Markets, Investment Funds, Legislation of security markets and investment vehicles, Merchandising, Private Banking, Process Leadership, Teamwork

Application managed by BBVA