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    Senior Advisor, AIS - Miami, United States - Santander Private Banking International

    Santander Private Banking International
    Santander Private Banking International Miami, United States

    1 week ago

    Default job background
    Banking / Loans
    Description

    Senior Advisor, AIS

    POSITION SUMMARY:

    The Senior Advisor AIS primary responsibilities include Trading Execution and active Advisory for professional clients under the AIS platform. As part of the Investments Team, contributes to IPB's Investment Committees and increases the support to the sales force to ensure the maintenance of existing AIS accounts as well as the growth of new accounts.

    The Senior Advisor AIS proactively provides tactical investment ideas to professional clients based on proprietary and third-party research. 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, derivatives, structured products, and foreign exchange products. Assist in new business development opportunities and acts as primary resource for investment communication.

    The Senior Advisor AIS report to the Director of Portfolio Advisor.

    POSITION DUTIES / RESPONSIBILITIES:


    • Provide coverage and due diligence in the equity and fixed income markets so Professionals clients may utilize it in the asset allocation process.


    • Complete technical and fundamental analysis, generate investment ideas and provide research to advisors, portfolio managers and clients


    • Support the sales force to ensure the maintenance of existing accounts as well as growth of new accounts (with particular focus on the AIS platform).


    • Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction.


    • Execute trades in client accounts in accordance with client orders.


    • Manage under appropriate supervision the selected portfolios of clients.


    • Generate new business opportunities and promote the development of the Active Investment Services through marketing to sales force and clients.


    • Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB's Asset Allocation and Products working groups.


    • Contributes to the evaluation, control, and minimization of risks within the AIS Department activity.


    • Reduce administrative problems and take initiative in resolving them. Eliminate errors and propose improvements in the processes.


    • Support the risk control process and established procedures/regulations."

    Other duties as assigned or requested by immediate supervisor.

    SPECIALIZED KNOWLEDGE:


    • Capable of performing analysis of markets, interpreting data based in formal knowledge and experience and disseminating information appropriately to internal and external customers.


    • Capable of highly independent work and act as a self-starter in completing market analysis and identifying potential areas of opportunity.


    • Able to adjust communication style based on customer.


    • Trading capabilities

    JOB REQUIREMENTS:

    Technical Knowledge:

    Excellent communications and interpersonal skills.

    Analytical skills.

    Ability to detect and anticipate major market trends,

    Creativity, with a sense of initiative

    Ability to work in a team-based environment

    Software skills.

    Licenses / Certifications: CFA certification preferable but not required.

    Languages: Spanish, English

    Physical Requirements: 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 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.

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