menedżer Select at Santander

Świebodzin, Lubusz Voivodeship, Poland

Santander Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • Higher education (economical or financial preferred)
  • At least five years of experience in selling banking products, including investment funds
  • Broad knowledge of the capital market and its instruments
  • Excellent knowledge of banking products, especially investment funds
  • Knowledge of tax issues related to investment and savings products
  • Sales skills backed by success in actively acquiring new clients and developing lasting client relationships
  • Skills in identifying client needs, negotiation techniques, and conducting negotiations
  • Ability to effectively plan and organize work, high motivation, and discipline

Responsibilities

  • Managing assigned Select client portfolios and acquiring new clients
  • Increasing client activity within existing portfolios
  • Offering investment products and other bank products
  • Being responsible for the financial result of managing client portfolios
  • Being responsible for servicing and maintaining clients within a portfolio
  • Identifying client needs and developing the best financial solutions
  • Ensuring clients receive comprehensive financial service at the highest quality
  • Building strong and long-lasting relationships with clients

Skills

Key technologies and capabilities for this role

Portfolio ManagementInvestment FundsCapital MarketsBanking ProductsSalesNegotiationClient AcquisitionClient Relationship ManagementFinancial SolutionsTax Knowledge

Questions & Answers

Common questions about this position

Is this position remote or onsite?

The position is onsite.

What is the salary for this role?

This information is not specified in the job description.

What experience and skills are required for this position?

Candidates need at least five years of experience in selling banking products including investment funds, broad knowledge of the capital market, excellent knowledge of banking products especially investment funds, knowledge of tax issues related to investments, and strong sales, negotiation, and client relationship skills.

What benefits does the company offer?

Benefits include an employment contract, internal training programs, participation in strategic projects, a friendly team and atmosphere, an attractive incentive system, housing loans, bank products on attractive terms, private healthcare, a wide range of supplementary benefits via a cafeteria system, and an employee stock purchase program.

What makes a strong candidate for this role?

A strong candidate has higher education in economics or finance, at least five years selling banking products including investment funds, proven sales success in acquiring clients, and skills in negotiation, client needs identification, and work organization.

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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