About The Position

At Santander Private Banking International, we provide the highest level of service and financial advice to high-net-worth individuals and family groups. We work with an open architecture, providing our clients with competitive investment opportunities available in the market, selecting options that allow them to achieve their financial objectives. We focus on building strong relationships that help us to better understand our clients’ individual needs. Santander Private Banking International has a global presence that provides us with in-depth knowledge of local markets, offering solutions tailored to local contexts aligned with a global vision. We leverage our strong partnership with our local bank in Brazil to provide a truly global perspective. By treating your portfolio holistically, we seamlessly facilitate cross-border transactions, daily operations, and customized financing solutions.

Requirements

  • Bachelor’s degree required or equivalent experience.
  • 6+ years of experience developing new business and building trusted client relationships within the private banking or wealth management environment.
  • Broad knowledge of wealth management, private banking, investment, lending, trust, and estate planning solutions.
  • Proven ability to identify opportunities, engage prospective clients, navigate complex conversations, and effectively convert prospects into long-term relationships.
  • Understanding of investment strategies, portfolio construction, managed and brokerage solutions, banking and lending products, trust and estate services, and wealth planning concepts.
  • Established network within the High Net Worth and Ultra High Net Worth market, including relationships with professional centers of influence such as attorneys, accountants, and other advisors.
  • Highly organized, self-motivated, and detail-oriented with a strong commitment to excellence and accuracy.
  • Sound judgment, critical thinking, and problem-solving capabilities.
  • Ability to work independently while fostering a collaborative team culture.
  • Strong follow-up, execution, and accountability skills.
  • 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

  • Successful candidates will bring direct experience as a banker / business development role acquiring and developing high net worth clients in Latin America.
  • Additionally, this individual is passionate about building long term and multigenerational relationships, and thrives working in a team environment to achieve the common goals.
  • Proficient in Spanish

Responsibilities

  • Driving new client acquisition and expanding Santander Private Banking's presence within the High Net Worth (HNW) and Ultra High Net Worth (UHNW) communities.
  • Identifying and cultivating meaningful client relationships while delivering a highly personalized experience through a deep understanding of Santander’s comprehensive wealth management, banking, lending, trust, and planning capabilities.
  • Developing and executing strategies to attract prospective clients, build strong referral networks, and establish relationships with professional centers of influence.
  • Partnering closely with a team of specialists, including Wealth Advisors, Investment Professionals, Capital Advisors, and Trust & Estate Advisors, to deliver tailored solutions that address clients’ complex financial needs and support their long-term goals.

Benefits

  • A fair and competitive rewards package that reflects the impact you create and the value you deliver.
  • Benefits designed to support you, your family and your well-being, now and into the future.
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