Private Banking Wealth Planning Tax Specialist at Santander

Madrid, Community of Madrid, Spain

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Private Banking, Banking, Financial ServicesIndustries

Requirements

Licenciado en Derecho, con formación financiera (adquirida bien por estudios de posgrado, bien por experiencia profesional)
Formación de posgrado en materia fiscal y tributaria
Experiencia profesional de entre 8 - 10 años en despacho de abogados de primera línea, prestando sus servicios en el área fiscal y tributario y/o private client
Experiencia en otras entidades de banca privada en departamentos de planificación patrimonial
Conocimientos financieros, productos y servicios bancarios y en especial de Banca Privada
Buen manejo de herramientas ofimáticas: Excel, Powerpoint
Manejo de bases de datos jurídicas
Nivel de inglés alto
Disponibilidad para viajar

Responsibilities

Servicio personalizado de planificación patrimonial a clientes del segmento patrimonial alto (High Net y Ultra High Net Worth) para acompañarles en la estructuración de su patrimonio familiar en sus diferentes vertientes (financiero, inmobiliario y empresarial) y en todo lo relativo al relevo generacional y la gobernanza familiar
Resolución de cuestiones tributarias internas (a nivel nuevos productos y servicios)
Ponencia en cursos de fiscalidad dirigidos a la red comercial de Banca Privada
Participación como ponente en charlas y conferencias dirigidas a clientes
Identificar, evaluar, gestionar y comunicar cualquier riesgo derivado del desempeño de sus funciones y profundizar continuamente en el conocimiento de los riesgos

Skills

Wealth Planning

Tax Advisory

Estate Planning

Family Governance

Fiscal Law

Private Banking

Patrimonial Structuring

Generational Succession

Spanish Tax Regulations

Financial Law

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.

Land your dream remote job 3x faster with AI

Try Jobo Free