Santander Private Bank - Banker - Mexico Coverage - Houston

Banco Santander•Houston, TX

8d•Onsite

About The Position

Santander Private Bank is seeking a Banker for its Mexico Coverage team in Houston. This role is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele with a minimum of $3MM in liquid/investable assets. The Banker acts as the main point of contact, proactively expanding and retaining existing relationships and acquiring new affluent clients. The role involves facilitating efficient interactions between clients and investing business partners, and collaborating with the Investment Advisor to increase wallet share within the same client base. The Banker reports to the Regional Director.

Requirements

Bachelor’s degree required or equivalent experience
Strong sales and marketing skills.
Excellent corporate work ethics.
Strong interpersonal and organizational skills.
Demonstrated analytical and problem-solving skills with the 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.
Participate in the Bank’s private banking efforts throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America, providing services such as banking, credit, asset and risk management.
Analyze various investment opportunities to establish and maintain High Net Worth client relationships.
Work with existing and potential new clients to grow Assets Under Management and establish new relationships.
Review and analyze corporate financial reports, statements of profits and earnings, statements of past earnings, and other financial data to reach preliminary conclusions regarding investment possibilities.
Prepare reports on companies, including background, competitive positions, analyses of profits and outlooks, financial health and structure, valuation, liquidity, and timing.
Provide clients with up-to-the minute investment information and execute their investment decisions.
Offer in-depth knowledge of investment products and services, including asset and risk management, banking, credit, and trusts.
Collaborate with Private Wealth, Products, and Compliance areas to develop sales strategies for target clients and markets, ensuring cross-business synergies are developed.
Perform other duties as assigned or requested by immediate supervisor.