Advisor Private Banking Specialist III

Responsibilities

• Provide consultative management of investment portfolios for Private clients
• Define allocation strategies and perform continuous performance monitoring
• Identify investment opportunities aligned with client risk profiles and objectives
• Proactively recommend and execute agreed-upon allocations
• Ensure excellence in client relationships and consistency in investment decisions
• Maintain strict adherence to client guidelines and specific financial needs

Requirements

• Mandatory CFP certification
• Proven experience in advisory services and financial markets
• Experience managing Ultra-High Net Worth (UHNW) clients
• Strong analytical skills and executive communication abilities
• Ability to translate technical financial themes into clear, objective recommendations
• Proactive mindset with a strong sense of ownership and execution capability

Preferred Qualifications

• Advanced English proficiency
• Familiarity with data, technology, and the use of AI tools to increase productivity and generate insights

About the Company

Santander is a global financial institution whose work touches 140 million lives every day. We are constantly innovating and adapting to new challenges to reinvent ourselves for the digital age, ensuring that every action has a massive impact.