Mex Investment Consultant Sr

Santander

CORPORATIVO PLAZA ARTZ PEDREGAL, Mexico
Not specified (assumed to be hybrid or on-site based on job location).
Elaborate and conceptualize vision and strategy
Program investment strategies
Implement with appropriate products
Santander is seeking a Senior Investment Consultant based in Mexico City to lead investment strategies and provide advisory services to a portfolio of private banking clients. The role emphasizes innovation, collaboration, and a proactive approach to risk management

Job Summary

  • Santander is evolving into a technology-driven organization with people at the center of this path, leading a customer-centric transformation that values disruptive thinking, bravery, and innovation.
  • The role involves elaborating and conceptualizing Santander's vision and strategy to align with client portfolios, programming investment strategies, ensuring portfolio compliance with risk profiles, and transmitting the overall vision of financial markets.
  • Santander offers a fair and competitive compensation package, with benefits designed to support life, goals, and well-being, including global wellness programs, family support, and opportunities for growth and career advancement.

Matching Summary

Match Score: 85

Santander is seeking a Senior Investment Consultant based in Mexico City to lead investment strategies and provide advisory services to a portfolio of private banking clients. The role emphasizes innovation, collaboration, and a proactive approach to risk management.

Skills & Requirements

Must-have

  • Elaborate and conceptualize vision and strategy
  • Program investment strategies
  • Implement with appropriate products
  • Manage client risk tolerance
  • Transmit financial market vision
  • Propose and resolve investment queries

Nice-to-have

  • Customer service excellence
  • Results-oriented
  • Professional development interest
  • Negotiation skills
  • Disruptive thinking
  • Customer-centric transformation

Key Requirements

  • Experience in promoting and selling financial products
  • Management of Private Banking bankers
  • Knowledge in Finance and Investments
  • Bachelor's degree in Economic-Administrative careers or similar
  • Portfolio management for Private Banking segment

Work Rights

Not specified

Tailored Resume

Cover Letter