Banquero | Banca Privada | Región Metropolitana at Santander

Santiago, Santiago Metropolitan Region, Chile

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banca, Servicios Financieros, Wealth ManagementIndustries

Requirements

Experiencia mínima de 2 años en empresas de la industria financiera
Experiencia previa en roles de atención o asesoría a clientes de alto patrimonio (deseable)
Título profesional en Ingeniería Comercial, Administración de Empresas, Economía o carrera afín
Inglés intermedio - avanzado
Certificación CAMV (requisito excluyente)
Conocimientos sólidos en productos de inversión y financiamiento
Orientación al cliente y a resultados
Alta capacidad relacional y de comunicación
Proactividad

Responsibilities

Establecer relaciones comerciales duraderas y rentables con los clientes, creando un vínculo de cliente-socio mediante asesoría personalizada en inversiones
Asesorar financieramente y ejecutar estrategias de inversión, presentando propuestas de inversión a clientes y grupos económicos (family offices o personas naturales) con opciones nacionales e internacionales
Colaborar con Banca Privada Internacional para ampliar la oferta de valor y alinearse con las recomendaciones corporativas para clientes de Banca Privada
Desarrollar y ejecutar planes para captar nuevos clientes de otras áreas de negocio de la empresa, cumpliendo con los parámetros del segmento de Banca Privada, creando una red de contactos y ofreciendo nuevos productos y opciones de inversión a los clientes actuales

Skills

Gestión de Relaciones Comerciales

Gestión Financiera

Banca Privada

Wealth Management

Gestión de Riesgos

Ventas Financieras

Atención al Cliente Patrimonial

Santander

Provides banking, investment, and insurance services

About Santander

Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.

Boston, MassachusettsHeadquarters

1902Year Founded

$75MTotal Funding

POST_IPO_DEBTCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health, dental, & vision

401k

Flexible PTO

Parental & sick leave

Discounts: technology, travel, auto, fitness, & tuition

Risks

ISO 20022 transition may challenge smaller business partners.

'Quishing' attacks pose a growing threat to consumer security.

Openbank faces competition in the U.S. high-yield savings market.

Differentiation

Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.

The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.

Santander's ISO 20022 adoption enhances operational efficiency and data management.

Upsides

Openbank's high-yield savings account attracts more U.S. customers.

Santander's renewable energy financing highlights commitment to sustainable investments.

Proactive cybersecurity measures enhance customer trust and protect digital assets.

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