The role involves managing a private banking client portfolio in Burgos with a focus on personalized investment advice to build long-term business relationships
Job Summary
The role involves managing a private banking client portfolio in Burgos with a focus on personalized investment advice to build long-term business relationships.
Santander is transforming into a technology-driven organization where employees are encouraged to challenge the status quo and innovate for real impact.
Success in this position requires reaching quantitative and qualitative goals while maintaining high satisfaction and loyalty among existing and new clients.
Matching Summary
The role involves managing a private banking client portfolio in Burgos with a focus on personalized investment advice to build long-term business relationships.
Skills & Requirements
Must-have
High net worth client portfolio management
Personalized investment advisory services
Client acquisition and retention strategies
Financial product knowledge
Intermediate Excel proficiency
Nice-to-have
Disruptive thinking and innovation mindset
Proactive risk management approach
Strong empathy and leadership skills
Deep local private banking sector knowledge
Collaborative team orientation
Key Requirements
University degree in Economics, Business, or similar field
Professional experience as a high net worth client manager