Santander

Advisor SAS

Santander(1 month ago)

Miami, FLOnsiteFull TimeMedior$75,000 - $122,500Private Banking / Wealth Management
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About this role

The Investment Advisor (SAS) at Santander provides investment support to bankers by delivering strategic and tactical asset allocation guidance and security selection across multiple asset classes. The role partners with Premier bankers covering a large client base and significant assets under management and reports to the SAS Senior Manager. The position supports implementation of the bank’s investment culture and commercial objectives within the Private Banking environment.

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Required Skills

  • Asset Allocation
  • Security Selection
  • Fixed Income
  • Equities
  • Structured Notes
  • Mutual Funds
  • Portfolio Analysis
  • Bloomberg
  • Client Advisory
  • Communication

Qualifications

  • Bachelor's Degree
  • CFA
Santander

About Santander

santander.com

Santander is a global banking group headquartered in Spain that provides retail, corporate and investment banking, payments, asset management and insurance across Europe, Latin America and other markets. Its stated purpose is to help people and businesses prosper, guided by the values Simple, Personal and Fair, and it serves customers through a mix of branch networks and digital channels. Companies and consumers choose Santander for its broad product set, international footprint and focus on digital innovation and sustainable finance.

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