Banker Latam SSA

Santander is hiring a Banker Latam SSA. Level rates it ; you can apply on Santander.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
Level classifies it as a senior role.
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The role was posted in the last few days.

AI in this role

Banker Latam SSA

Country: Switzerland

Responsibilities

The Private Banker is responsible for delivering high-level and superior service to a portfolio of clients. As the primary point of contact, the Banker plays a key role in expanding and retaining existing relationships while acquiring new affluent clients.

This role will be responsible for the following:

Client Relationship Management:

› Develop, manage, and retain relationships with HNW individuals across targeted regions.

› Expand existing Assets Under Management (AUM) and establish new client relationships through proactive prospecting and networking.

› Provide tailored financial solutions, including banking, credit, asset management, investment advisory, and insurance services.

› Act as a trusted advisor, ensuring clients receive personalized wealth planning guidance, including pension financial planning strategies.

› Facilitate seamless interactions between clients and internal teams to deliver an exceptional service experience.

Business Development & Market Focus:

› Identify and capitalize on opportunities in Latin-Americans markets.

› Maintain a deep understanding of the Latin-American wealth management landscape, including evolving regulatory and market dynamics.

› Leverage insights into regional economic trends to drive targeted business growth.

Investment & Financial Analysis:

› Analyze investment opportunities and market trends to provide informed recommendations to clients.

› Review and interpret corporate financial statements, macroeconomic trends, and other relevant data to support client decision-making.

› Stay up to date with global economic developments that could impact client portfolios.

Profile

Education & Experience:

› University degree in Economics, Finance, or equivalent experience in Private Banking.

› 5-10 years of experience in Private Banking/Wealth Management, with a strong focus on the the Peruvian and Ecuadorian markets.

› Proven track record in developing business and cultivating strong client relationships, particularly in key the Peruvian and Ecuadorian HNW and wealth management markets.

Skills & Competencies:

› Excellent understanding of the the Peruvian and Ecuadorian wealth management industries and their key characteristics.

› Strong sales and business development skills, with the ability to grow and retain a book of business.

› Ability to build relationships with local institutions and entities within the group.

› Strong interpersonal, communication, and organizational skills.

› Deep understanding of investment products, financial markets, and pension planning.

› High ethical standards and strong corporate work ethics

How we rate this

Banker Latam SSA at Santander rates 36 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.