Advisor Active Advisory

Santander UK

Madrid, Spain
Active advisory service
High net worth individuals
Sophisticated client service
As an Active Advisory, your mission will be to drive the Active Advisory service within the Private Banking Spain team, enabling clients to incorporate a new, highly specialized, and sophisticated active advisory service/portfolio

Job Summary

  • As an Active Advisory, your mission will be to drive the Active Advisory service within the Private Banking Spain team, enabling clients to incorporate a new, highly specialized, and sophisticated active advisory service/portfolio.
  • For success in this role, you will be responsible for global and recurrent client advice based on your high technical knowledge and existing opportunities, maintaining direct client relationships, and executing client orders in the market across different assets.
  • Santander offers a competitive rewards package, hybrid working models with flexible hours, extensive learning opportunities through Santander Open Academy, and comprehensive benefits including health and family support.

Matching Summary

As an Active Advisory, your mission will be to drive the Active Advisory service within the Private Banking Spain team, enabling clients to incorporate a new, highly specialized, and sophisticated active advisory service/portfolio.

Skills & Requirements

Must-have

  • Active Advisory service
  • High Net Worth Individuals
  • sophisticated client service
  • global and recurrent client advice
  • detailed market knowledge
  • risk control

Nice-to-have

  • innovative technology driven
  • customer centric transformation
  • collaboration and freedom
  • holistic well-being promotion

Key Requirements

  • Minimum 8 years experience in client management and financial markets
  • University Degree
  • English language proficiency
  • High level Excel and PowerPoint skills
  • High level Bloomberg tool usage

Work Rights

Not specified

Tailored Resume

Cover Letter