Jobs · Finance · Wisconsin

Private Banking - Banker / Sr Banker - Latin America Coverage - New York

Santander · Madison, WI · 2 days ago
Finance$165k–$225k/yrFull-time

About the role

Santander is a global financial institution with a focus on Latin America, offering a robust private banking platform and a diverse client base across investments, credit, wealth planning, and cross-border transactions.

Responsibilities

  • Manage and grow a portfolio of high-net-worth clients with a minimum of $4MM in liquid/investable assets.
  • Deepen existing relationships, acquire new clients, and deliver a high-touch client experience in partnership with investment, credit, and product specialists.
  • Build, manage, and retain relationships with HNW clients connected to the Latin America region.
  • Grow Assets Under Management by acquiring new clients, increasing share of wallet, and deepening existing relationships.
  • Serve as the main point of contact for clients, coordinating across investment advisory, credit, banking, and wealth planning teams.
  • Partner closely with Investment Advisors on a shared client portfolio to deliver customized investment and advisory solutions.
  • Provide timely market and investment insights, helping clients evaluate opportunities and make informed portfolio decisions.
  • Identify cross-border banking, lending, and investment needs, leveraging Santander's global platform.
  • Develop targeted business development strategies to expand the client base and maximize cross-business opportunities.
  • Ensure all client activity is conducted in accordance with KYC, AML, suitability, and cross-border regulatory requirements.

Requirements

  • Experience as a private banker or business development professional with a proven ability to acquire, develop, and retain high-net-worth client relationships in Latin America.
  • Commercially driven, highly relationship-oriented, and comfortable working in a team-based advisory model to deliver sophisticated solutions to clients and families.

Qualifications

  • Bachelor’s degree required, or equivalent professional experience.
  • Proven track record building and managing a book of HNW clients, across different countries in Latin America.
  • Demonstrated success meeting AUM, net new money, and client acquisition targets.
  • Strong knowledge of investments, wealth planning, credit, lending, and risk management.
  • Experience working with cross-border clients and complex international wealth needs.
  • Strong understanding of KYC, AML, suitability, and cross-border regulatory frameworks.
  • Excellent interpersonal, organizational, and communication skills.
  • Ability to collaborate effectively with investment advisors, product specialists, and internal partners.

Preferred Qualifications

  • Fluency or professional proficiency in Portuguese strongly preferred.
  • Conversational Spanish preferred.
  • Existing network of HNW or UHNW relationships in the Latin America region is highly desirable.

Pay

The salary for this position in New York City is $165,000-$225,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications.

Schedule

Not specified.

Benefits

We offer a comprehensive benefits package designed to support you, your family, and your well-being, now and into the future. Please refer to the Santander OnGoing/NH eGuide for details.

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.

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.

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