Advisor

Country: United States of America

The Advisor proactively provides investment management and strategic asset allocation for clients under the Portfolio Advisory platform using the comprehensive suite of financial solutions and products approved by BSI. As part of the Products & Investments Team, contributes to IPB’s Investment Committees and increases the support to the sales force to ensure the maintenance of existing Advisory accounts as well as the growth of new accounts.

The Investment Advisor combines the technical skills of portfolio managers with the communication and selling skills of private bankers. This individual must have a depth of financial services experience, a flexibility of approach, and a capacity to represent a diverse range of technical investment products. The role requires a multi-product focus that incorporates equities, fixed income and foreign exchange products, derivatives, structured products and alternative investments.

The Advisor reports to the Director of Advisory.

Position Duties / Responsibilities

Provide investment expertise and investment ideas for the integrated team through the coverage and due diligence in the equity and fixed income markets (fundamental and technical analysis).Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB’s Asset Allocation and Products working groups.Understand client’s investment profile, current investment objectives and work with Banker to develop an investment plan and prepare recommendations of appropriate investment products. Ability to communicate these investment strategies to all levels of clients and prospects.Advise clients on strategic asset allocation and specific tactical solutionsExecute investment solutions in client accounts in accordance with client plansSupport the sales force to ensure the maintenance of existing Advisory accounts.Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction.Participate in new marketing initiatives with banker and integrated team to gather new AUM under the platform and increase strategic product penetration.Maintain visibility with management, sales force and clients defending investment and products policy/strategy.  Raise efficiency and margins through disciplined management, segmentation, and use of proprietary information technology business tools. To contribute to the evaluation, control and minimization of risks within the Advisory Department activity. Other duties as assigned or requested by immediate supervisor

Specialized Knowledge 

Senior experience within a specific discipline in financial servicesCombination of buy and sell-side experience preferredUnderstanding of asset allocation and portfolio construction as it applies to ultra-high-net-worth clientsExpertise in mathematics and technical applications with an ability to translate complex ideas into simple, practicable forms is necessary

Job Requirements

Bachelor’s degree required; Master’s degree preferred or equivalent experience5-7 years of relevant experience or demonstrated required level of proficiency  Manage process or technologyExcellent communications and interpersonal skills.Analytical skills. Ability to detect and anticipate major market trendsCreativity, with a sense of initiativeAbility to work in a team based environmentSoftware skills.CFA  requiredSpanish, English   Duties are performed in an office environment.  Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies, files, etc; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.

Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer Rights: Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$90,000.00 USD

Maximum:

$155,000.00 USD