Private Banking - Sr Banker - Mexico Coverage - Miami / Houston
About the role
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 $4MM 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 clients.
Responsibilities
- Deliver a high-touch and superior service experience to a portfolio of affluent clientele with a minimum of $4MM in liquid/investable assets.
- Actively expand and retain existing relationships and acquire new clients through a proactive and disciplined approach.
Requirements
- Minimum of $4MM in liquid/investable assets for clients.
- Proactive and disciplined approach to client relationships.
- Experience in financial services or related field preferred.
Qualifications
- Strong interpersonal and communication skills.
- Ability to build and maintain strong client relationships.
- Knowledge of financial products and services.
Skills
- Financial Services Experience
- Client Relationship Management
- Financial Product Knowledge
Benefits
- Competitive Rewards Package
- Employee Assistance Program (EAP)
- Health and Wellness Programs
- Flexible Work Arrangements
- Professional Development Opportunities
Pay
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 Base Pay Range: $123,750.00 USD
- Maximum Base Pay Range: $225,000.00 USD
Schedule
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.
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.
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.