The role involves supporting Senior Relationship Managers with client management, transaction execution, and portfolio management while serving as a secondary banker for the insurance sector
Job Summary
The role involves supporting Senior Relationship Managers with client management, transaction execution, and portfolio management while serving as a secondary banker for the insurance sector.
Candidates will lead client presentation preparation, coordinate cross-sell opportunities across multiple teams, and serve as the main point of contact with the Risk Department.
Santander offers a competitive rewards package including fair compensation ranging from $145,000 to $175,000 USD annually along with comprehensive benefits designed to support well-being.
Matching Summary
The role involves supporting Senior Relationship Managers with client management, transaction execution, and portfolio management while serving as a secondary banker for the insurance sector.
Salary
Base: $145,000.00 - $175,000.00 USD; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package including health and well-being support
Skills & Requirements
Must-have
3+ years corporate banking experience
Insurance company sector focus
Solid financial modeling skills
Advanced Excel and PowerPoint knowledge
Credit understanding and risk coordination
Nice-to-have
Team player and self-starter attitude
Exceptional communication skills
Strategic formulation of industry views
Bold thinking and innovation mindset
Key Requirements
Bachelor's Degree in Finance or Business
Series 63 and Series 79 certifications preferred
3+ years corporate banking experience
Focus on insurance and non-bank financial institutions