Private Banking Investment Advisor

Santander(28 days ago)

Madrid, SpainOnsiteFull TimeSenior$116,087 - $156,688 (estimated)Private Banking

About this role

Senior Investment Advisor within Private Banking responsible for providing expert investment advice and access to Santander’s global investment platform for ultra-high-net-worth clients. The role supports relationship bankers by defining investment strategies aligned with clients’ objectives while ensuring prudent risk management and regulatory compliance. It contributes to business development by enhancing technical advisory quality and supporting complex client relationships.

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Required Skills

Investment Advice
Portfolio Management
Market Analysis
Asset Allocation
Client Relations
Risk Management
Regulatory Compliance
Financial Modeling
Bloomberg
Excel

+2 more

Qualifications

Bachelor's Degree in Economics or Business
MiFID Accreditation
EFA Certification

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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