It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
Position Summary:
The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $3MM in liquid/investable assets. As the main point of contact for the client, the Banker’s primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new affluent clients
The Banker facilitates efficient and accurate interactions between the client and investing business partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact same book of business together.
The Banker reports to the Regional Director.
Position Duties / Responsibilities:
• Develop, manage, and retain client relationships with high net worth individuals. As part of a Regional Team, participates in the Bank’s private banking efforts throughout Mexico, Venezuela, Brazil, Chile, Argentina, or other countries in Latin America. Services provided to these clients include: banking, credit, asset and risk management.
• Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships.
• Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships
• Review and analyze corporate financial reports, statements of profits and earnings, statements of past earnings, and other financial data in order to reach preliminary conclusions regarding investment possibilities. Based on these analyses, prepare reports setting forth the background, competitive positions, analyses of profits and outlooks, financial health and structure, valuation, liquidity and timing of various companies.
• Provide clients with up-to-the minute investment information and responsible for carrying out their clients’ investment decisions. Offers in-depth knowledge of investment products and services offered include asset and risk management, banking, credit, and trusts.
• Works closely with Private Wealth, Products and Compliance areas to develop sales strategies for target clients and markets and ensures that cross business synergies are developed.
Other duties as assigned or requested by immediate supervisor
Specialized Knowledge:
• Knowledge of modeling techniques and financial analysis
• Strong knowledge of Banking and Regulatory Documentation requirements.
• Knowledge of domestic and foreign securities markets and products.
• Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.
Education:
Bachelor’s degree required or equivalent experience
Business Experience:
5-7 years of relevant experience or demonstrated required level of proficiency
Technical Knowledge:
Strong sales and marketing skills.
Excellent corporate work ethics.
Possess strong interpersonal and organizational skills.
Demonstrated analytical and problem solving skills with ability to proactively identify address and mitigate potential problems
Languages:
English and Spanish, required.
What Else You Need To Know:
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.
Minimum:
Maximum:
We Value Your Impact:
Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. 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 is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
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 your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.