Advisor - Houston

Santander•Houston, TX

4d•$90,000 - $160,000•Onsite

About The Position

The Advisor proactively provides investment management and strategic asset allocation for clients under the Portfolio Advisory platform using the comprehensive suite of financial solutions and products approved by BSI. As part of the Products & Investments Team, contributes to IPB’s Investment Committees and increases the support to the sales force to ensure the maintenance of existing Advisory accounts as well as the growth of new accounts. The Investment Advisor combines the technical skills of portfolio managers with the communication and selling skills of private bankers. This individual must have a depth of financial services experience, a flexibility of approach, and a capacity to represent a diverse range of technical investment products. The role requires a multi-product focus that incorporates equities, fixed income and foreign exchange products, derivatives, structured products and alternative investments.

Requirements

Bachelor’s degree required
5-7 years of relevant experience or demonstrated required level of proficiency
Excellent communications and interpersonal skills.
Analytical skills. Ability to detect and anticipate major market trends.
Creativity, with a sense of initiative.
Ability to work in a team based environment.
Software skills.
CFA required
Spanish, English

Nice To Haves

Master’s degree preferred or equivalent experience
Combination of buy and sell-side experience preferred
Understanding of asset allocation and portfolio construction as it applies to ultra-high-net-worth clients
Expertise in mathematics and technical applications with an ability to translate complex ideas into simple, practicable forms is necessary

Responsibilities

Provide investment expertise and investment ideas for the integrated team through the coverage and due diligence in the equity and fixed income markets (fundamental and technical analysis).
Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB’s Asset Allocation and Products working groups.
Understand client’s investment profile, current investment objectives and work with Banker to develop an investment plan and prepare recommendations of appropriate investment products. Ability to communicate these investment strategies to all levels of clients and prospects.
Advise clients on strategic asset allocation and specific tactical solutions.
Execute investment solutions in client accounts in accordance with client plans.
Support the sales force to ensure the maintenance of existing Advisory accounts.
Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction.
Participate in new marketing initiatives with banker and integrated team to gather new AUM under the platform and increase strategic product penetration.
Maintain visibility with management, sales force and clients defending investment and products policy/strategy.
Raise efficiency and margins through disciplined management, segmentation, and use of proprietary information technology business tools.
Contribute to the evaluation, control and minimisation of risks within the Advisory Department activity.
Other duties as assigned or requested by immediate supervisor.