Santander Private Banking - Banker - VP - Miami

Banco Santander•Miami, FL

1d•Onsite

About The Position

Santander Private Banking - Banker - VP - Miami 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! The Difference You Make: The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $3MM in liquid/investable assets. As the main point of contact for the client, the Banker’s primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new affluent clients The Banker facilitates efficient and accurate interactions between the client and investing business partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact same book of business together. The Banker reports to the Regional Director.

Requirements

Bachelor’s degree required or equivalent experience
Strong sales and marketing skills.
Excellent corporate work ethics.
Possess strong interpersonal and organizational skills.
Demonstrated analytical and problem solving skills with ability to proactively identify address and mitigate potential problems
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

Bilingual Spanish Skills

Responsibilities

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 areas to develop sales strategies for target clients and markets and ensures that cross business synergies are developed.
Other duties as assigned or requested by immediate supervisor