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