Client Solutions Associate

As a Client Solutions Associate, you will report directly to the Client Solutions Head as a key strategic, commercial, and analytical co-pilot. This role requires a highly structured, proactive, and commercially minded leader with 1 to 5 years of experience to take ownership of business growth initiatives, executive-level storyboarding, and cross-border project execution. You will bridge commercial execution and business intelligence-transforming raw commercial activity data into actionable strategy, leading high-stakes business reviews, and executing action plans across Latin America High-Value Individuals segments (Mexico, Peru, Colombia, Uruguay). Business Growth Commercial Insights & Business Analytics: Translate commercial activity data, pipeline metrics, and business intelligence feeds into high-level business stories. Identify sales trends, high-potential growth opportunities, and commercial bottlenecks to directly drive revenue generation and business performance. AI-Driven Efficiency & Commercial Enablement: Leverage cutting-edge AI tools (such as ChatGPT and Gemini) as a productivity force multiplier to streamline analysis, generate strategic presentation frameworks, and refine business messaging. Executive Presentations & Strategic Alignment: Design and deliver compelling, high-impact business presentations for commercial teams and Senior Management. Confidently lead meetings, pitch strategic direction, and guide business leaders toward data-backed decision-making. KPI Oversight & Commercial Monitoring: Establish, monitor, and manage core business KPIs across markets. Build pragmatic tracking mechanisms using data analytics and CRM platforms to ensure clear visibility over conversion rates, pipeline activity, and sales team productivity. Commercial Initiatives & Project Leadership: Spearhead strategic business projects, digital tools adoption (CRM, BI, AI integrations), and growth initiatives that enhance sales force effectiveness across the region. Client Experience (CX) CX Model Design & Rollout: Propose, design, and implement pragmatic Client Experience models and initiatives that enhance client engagement and elevate service standards across touchpoints. NPS Monitoring Framework: Build and maintain a robust Net Promoter Score (NPS) monitoring system to consistently measure client loyalty and satisfaction. Actionable Feedback & Follow-Up: Analyze NPS trends to define, launch, and execute targeted action plans aimed at resolving operational friction and elevating client satisfaction. Business Models High-Value Individuals Segmentation Execution: Oversee the day-to-day implementation of segment strategies (Affluent, Private, UHNW), aligning sales activity data with segment growth goals. Value Proposition Refinement: Partner with product and marketing teams to tailor and iterate segment-specific commercial materials and value propositions for High-Value Individuals Servicing Model Alignment: Lead updates and operational rollouts for client servicing models, streamlining workflows and documentation for sales teams. Relationship Model Referral Optimization: Manage and refine daily referral workflows with BBVA Private Banking partners, maximizing prospect conversion rates while ensuring strict compliance. Capacity & Resource Planning: Maintain team capacity models, providing business-backed recommendations to management for resource allocation and market coverage. Structured Execution & Action Plans: Design pragmatic action plans following business reviews, assigning clear ownership, key milestones, and rigorous follow-up mechanics to ensure effective execution. Regional Coordination (LatAm): Lead regular alignment meetings and strategy follow-ups with business units in Mexico, Peru, Colombia, and Uruguay to drive regional strategic goals and remove execution barriers. Regulatory & Policy Adherence: Ensure that all commercial initiatives, regional alignment efforts, and business execution comply fully with internal policies and local financial regulations across jurisdictions. Non-Financial Solutions Value-Add Offerings Lifecycle: Research, evaluate, and manage non-financial solutions (e.g., lifestyle, art, education) to enrich the overall wealth management offering. Sales Enablement: Develop strategic communication and training content to ensure Financial Advisors actively position non-financial solutions with top-tier clients. Adoption & Impact Tracking: Monitor client adoption and usage of non-financial offerings to evaluate return on investment and refine future offerings. Capabilities, Skills, Knowledge & Experience Education: Bachelor's Degree in Business Administration, Finance, Industrial Engineering, Economics, or a related business field. Experience: 1 to 5 years of progressive experience in Commercial Strategy, Business Analytics, Private Banking, Registered Investment Advisor or Project Management within financial services. Must demonstrate a strong commercial mindset paired with solid analytical capabilities. Data Analytics & Tech Proficiency: Strong command of data analysis, business intelligence, and reporting tools/platforms, with the ability to manipulate datasets, perform trend analysis, and translate complex metrics into business insights. Experience working with CRM systems such as Salesforce is considered a strong added value. AI Integration: Demonstrated experience leveraging AI platforms and tools (e.g., ChatGPT, Gemini) to boost productivity, draft strategic documents, accelerate problem-solving, and enhance workflow efficiency. Leadership & Meeting Moderation: Exceptional communication skills, executive presence, and proven ability to lead business meetings, present to C-level stakeholders, and drive consensus across diverse teams. Structure & Proactivity: Highly organized self-starter capable of turning abstract strategy into concrete action plans and systematically tracking execution. Language & Regional Scope: Fluency in English and Spanish (written and spoken) is mandatory. Prior experience working with or coordinating commercial teams in Latin America (Mexico, Peru, Colombia, Uruguay) is highly desirable. #J-18808-Ljbffr BBVA Global Wealth Advisors