S

Santander

Global retail and commercial banking group

Ejecutivo Select

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeMexico City, CDMX, MexicoNo salary listedIn-person

About the Job

Requirements

  • Experience serving high-net-worth clients by offering comprehensive advice on deposit, investment, credit, and wealth-management products.
  • Experience advising on investments, including funds, fixed and variable income, and structured products, as well as consumer and mortgage credit.
  • Knowledge of credit, financial analysis, and accounting.
  • Completed bachelor's degree in Economic-Administrative areas, including Accounting, Finance, or Administration.
  • Spanish language proficiency.
  • Financial analysis skills.
  • Project management skills.
  • Sales techniques.

Responsibilities

  • Develop high-income clients through specialized advice on the organization's offerings to build client trust and loyalty.
  • Grow and strengthen the client portfolio by managing value products, including credit, investments, insurance, and commercial initiatives such as payroll portability, collective offerings, and small-business synergies.
  • Manage existing client deposit portfolios, including changes and maturities, while attracting increased deposits and new clients.
  • Make effective daily calls and visits to prospective and current clients, aiming to know 50% of the portfolio over one year through campaign management, investment changes, term maturities, and other commercial initiatives.
  • Provide differentiated in-branch service to Select clients for product and service requests, complaints, and clarifications.
  • Complete product and service contracts accurately, especially account openings and anti-money-laundering forms, attach the required client documentation, and submit the materials to the branch deputy manager before formalization.
  • Master the primary commercial and follow-up tools to provide effective client and prospect advice and management and meet segment objectives.

About the Company

Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

Recently Posted Jobs

Explore more opportunities at Santander

See more jobs