Mex Senior Investment Advisor Uhnw

Santander

Mexico City, Mexico
High net worth client management
Investment portfolio strategy
Risk tolerance assessment
The role involves conceptualizing Santander's vision to align with specific client portfolio strategies and recommendations

Job Summary

  • The role involves conceptualizing Santander's vision to align with specific client portfolio strategies and recommendations.
  • Candidates must program defined bank investment strategies into client portfolios ensuring the use of appropriate products.
  • The position requires permanent monitoring of contracts to ensure portfolios match client risk profiles and regulatory plans.

Matching Summary

The role involves conceptualizing Santander's vision to align with specific client portfolio strategies and recommendations.

Skills & Requirements

Must-have

  • High Net Worth Client Management
  • Investment Portfolio Strategy
  • Risk Tolerance Assessment
  • Open Architecture Implementation
  • Fixed Income and Equity Knowledge

Nice-to-have

  • Weekly Investment Committee Experience
  • Private Banking Counterparty Relations
  • Alternative Investment Expertise
  • Strategic Vision Communication

Key Requirements

  • Senior level experience in private banking
  • Expertise in bonds, stocks, notes, funds, and alternatives
  • Ability to guide bankers and clients on open architecture

Work Rights

Not specified

Tailored Resume

Cover Letter