Banco de Talentos Assessor de Invest PJ

Santander(2 months ago)

OnsiteFull TimeMedior$67,263 - $91,222 (estimated)Investments

About this role

A Corporate Investment Advisor at Santander supports company clients by providing tailored investment guidance and fostering long-term relationships. The role operates regionally, engaging directly with clients at branch locations and other local centers. It is part of Santander's investments team within the bank, focused on supporting corporate clients' financial needs and portfolio objectives.

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Required Skills

Investment Advisory
Client Service
Prospecting
Consultative Sales
Portfolio Diversification
Account Management
Relationship Management
MS Office

Qualifications

Bachelor's Degree
Postgraduate (Preferred)
CPA-20
CEA (eligible in 90 days)

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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