OverviewInvestment Advisor is a senior professional in Santander Private Banking who supports the Banker in the comprehensive management of high-net-worth clients, providing expert knowledge in financial markets and investment solutions, within a framework of prudent risk management, regulatory compliance and service excellence.
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Responsibilities
- Support the banker in defining the most appropriate investment strategy for each client, asset allocation and positioning in financial markets, always considering the client’s objectives, risk profile and financial and tax situation.
- Provide analytical depth and sophisticated financial insight, with detailed analysis of markets, portfolios and investment solutions, especially in more complex situations.
- Participate with the Banker in monitoring portfolios and markets, identifying opportunities, anticipating risks and formulating well-founded investment recommendations.
- Assist the banker in managing the most sophisticated clients, elevating the technical level of advisory and strengthening the quality of investment conversations with the client.
- Support the development of the business from a technical perspective, assisting the banker in consolidating existing relationships and in growth initiatives and in attracting clients with greater patrimonial complexity.
What you will contribute to the teamOur people are our greatest strength. Each person contributes unique perspectives that make us stronger as a team and as an organization. The following requirements represent the essential knowledge, skills and competences for this role.
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Experiencia profesional
- Experience in investment advisory, portfolio management or financial markets, with high-net-worth clients.
- Solid knowledge of traditional and alternative investments, as well as private banking services.
- Ability to work in a collaborative Banker-Advisor-Planner model.
- Proactive approach to identifying client needs and results/objectives oriented.
- Communication and interpersonal skills with clients and internal teams.
Educación
- Bachelor’s degree in Economics, Business Administration or similar.
- MIFID accreditation
- EFA certification or other more technical training in financial markets.
- Knowledge of taxation and financial products.
Idiomas
- Spanish advanced
- English high
Habilidades
- Demonstrated commercial ability and empathy in client relationships.
- Medium level Excel/PowerPoint.
- Medium level Bloomberg.
- Willingness to travel.
Valoramos tu impactoYour contribution is important and recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you offer. Rewards go beyond numbers.
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- Global opportunities and broad career paths for our teams.
- Adaptable working models with hybrid, some remote days and some on-site days with your team, plus flexible hours.
- Learning for life. Access to hundreds of courses on our platforms, including exclusive access to Santander Open Academy.
- Competitive compensation with performance-based bonuses.
- Financial benefits. Preferential banking conditions, special loan rates, life insurance and more.
- Your health is a priority. BeHealthy global wellbeing program.
- Family support for childcare and family programs tailored to life stages.
- Always by your side. Santander Contigo, a program offering legal, emotional and administrative assistance for employees and families.
- Additional benefits. Gym/WellHub membership, medical centers at some facilities, meal subsidy, parking, shuttle services from multiple Madrid points, and exclusive employee discounts. More is coming when you join.
CUMPLIMIENTO LOCALSantander is committed to equal opportunity regardless of age, gender, disability, marital status, race, religion or sexual orientation. We are committed to providing an inclusive and accessible application process for all candidates.\n
Qué hacer a continuaciónIf this role interests you, please submit your application. xugodme
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