Santander
financial services
SeniorBanker
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Banker at Santander. Skills: client relationships, investment opportunities, financial reports analysis, investment information, investment products and services. Develop, manage, and retain client relationships with high net worth individuals. Participates in the Bank’s private banking efforts throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America”
What You'll Achieve.
grow existing Assets Under Management; establish new relationships
Industry & Context.
Analyze various investment opportunities; Review and analyze corporate financial reports, statements of profits and earnings, statements of past earnings, and other financial data in order to reach preliminary conclusions regarding investment possibilities
Frequent minimal physical effort such as sitting, standing and walking is required for this role., Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
What They're Looking For.
Must Have
Bachelor's Degree or foreign equivalent in Finance or a related field, five (5) years' private banking experience providing investment management advice to high-net worth clients
What You'll Do.
and retain client relationships with high net worth individuals
Participates in the Bank’s private banking efforts throughout Mexico
or other countries in Latin America
Services provided to these clients include banking
asset and risk management
Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships
Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships
Review and analyze corporate financial reports
statements of profits and earnings
statements of past earnings
and other financial data in order to reach preliminary conclusions regarding investment possibilities
Based on these analyses
prepare reports setting forth the background
competitive positions
analyses of profits and outlooks
financial health and structure
liquidity and timing of various companies
Provide clients with up-to-the minute investment information and responsible for carrying out their clients’ investment decisions
Offers in-depth knowledge of investment products and services offered include asset and risk management
Works closely with Private Wealth
Products and Compliance areas to develop sales strategies for target clients and markets and ensures that cross business synergies are developed
How You'll Work.
Team & Collaboration
As part of a Regional Team, participates in the Bank’s private banking efforts; Works closely with Private Wealth, Products and Compliance areas
Communication Scope
Develop, manage, and retain client relationships; Analyze various investment opportunities; prepare reports; Provide clients with up-to-the minute investment information
Full Job Description
Senior Banker Country: United States of America **It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** **Position Duties:** Develop, manage, and retain client relationships with high net worth individuals. As part of a Regional Team, participates in the Bank’s private banking efforts throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America. Services provided to these clients include banking, credit, asset and risk management. Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships. Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships. Review and analyze corporate financial reports, statements of profits and earnings, statements of past earnings, and other financial data in order to reach preliminary conclusions regarding investment possibilities. Based on these analyses, prepare reports setting forth the background, competitive positions, analyses of profits and outlooks, financial health and structure, valuation, liquidity and timing of various companies. Provide clients with up-to-the minute investment information and responsible for carrying out their clients’ investment decisions. Offers in-depth knowledge of investment products and services offered include asset and risk management, banking, credit, and trusts. Works closely with Private Wealth, Products and Compliance are
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