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Advisor, Active Advisory Securities

Indeed

Company

Job typeFull-time
Workplace typeHybrid
Experience levelMore than 10 years
Education levelBachelor's Degree

Description

Advisor, Active Advisory Securities Country: Spain * **NOW IS THE TIME** Santander ( www.santander.com ) is evolving from being a **high-impact global brand** into a **technology-driven organization**, with people at the heart of this journey. Together, we are leading a **customer-centric transformation** that values **disruptive thinking**, the courage to challenge what is possible, and the ability to **innovate**. This is more than a strategic shift: **it is an opportunity to grow, learn, and make a real impact**. Our mission is to help more **individuals and businesses thrive**. We embrace a strong risk culture and expect all our teams to adopt a proactive and responsible approach to risk management. **Wealth Management & Insurance** encompasses three businesses across all Santander Group countries: Insurance, Asset Management, and Private Banking. We work to deliver the best solutions to our clients across these three areas in the 10 countries where we operate. **THE IMPACT YOU WILL MAKE** Within **Specialized Solutions**, we are seeking an **Advisor** based at Santander’s **Central Services** in Spain, located on Calle Luca de Tena. As an **Advisor** within the **Active Advisory Securities** service, your mission will be to drive client advisory services under Spain’s Private Banking model for clients requiring this new, highly specialized and sophisticated active service. The service primarily targets clients in the High Net Worth and Ultra High Net Worth Individuals segments — affluent clients who require a highly sophisticated and personalized service level. It covers advisory services across all asset classes (Fixed Income, Equities, Structured Notes, ETFs, etc.), managed by a sophisticated markets specialist, with market execution delivered accordingly to meet the demanding expectations of these segments. This is a market where our competitors in Spain already offer similar services, as do other international banks with whom we compete — representing both an opportunity cost and a risk of losing clients, especially the most sophisticated and profitable ones. The objective is to achieve substantial revenue over the coming years. We are **shaping how we work**, through innovation, cutting-edge technology, collaboration, and the freedom to explore new ideas. To succeed in this role, you will be responsible for: * Providing comprehensive, ongoing client advisory services grounded in deep market/technical expertise and existing opportunities, maintaining direct client relationships. Building and sustaining strong client relationships, and executing client orders across various asset classes in the market. * Identifying clients’ needs and objectives, and assessing their current and future investment actions. * Developing tailored solutions to address those needs, strengthening investment strategies. * Understanding products and services designed by product specialists and third-party providers. * Understanding, engaging with, and coordinating cross-functionally across different areas of the Bank. * Generating investment opportunities in coordination with product specialists and other Bank areas or third-party providers. Risk control. **WHAT YOU WILL BRING TO THE TEAM** Our people are our greatest strength. Each individual brings unique perspectives that make us stronger as a team and as an organization. We are **empowering teams to go further**, by valuing who they are and amplifying what they contribute. The following requirements represent the essential knowledge, skills, and competencies needed for success in this role. **Professional Experience** * Minimum 10 years’ experience in client and financial markets management within Private Banking or Markets. **Education** * University degree (Bachelor’s or equivalent) * Financial education and additional certifications (e.g., EFA, CFA, stock exchange and markets qualifications, CAI, etc.) are highly valued. * Solid financial and investment product knowledge. * Advanced proficiency in Excel and PowerPoint. * Advanced proficiency in tools such as Bloomberg. **Languages** * English (Mandatory) **WE VALUE YOUR IMPACT** **Your contribution matters**, and it is recognized. You can expect a fair and competitive rewards package that reflects **the impact you create** and the value you deliver. But we know rewards go beyond numbers. * We enable **our teams to go further**, through global opportunities and broad professional pathways. * Flexibility that works. Enjoy **hybrid working models**, with some days remote and others in-person with your team, alongside flexible hours. * **Lifelong learning**. Access hundreds of courses on our platforms, including exclusive access to our global learning space: **Santander Open Academy** (www.santanderopenacademy.com) * Competitive rewards. Receive a **highly competitive salary with performance-based bonuses**, motivating you to continue growing with us. * Financial benefits. Benefit from **preferential banking terms, special interest rates** on loans, life insurance, and more. * Your health is our priority. Through **BeHealthy**, our global wellbeing program, we promote **holistic wellbeing**. * We know **family comes first**. That’s why we offer childcare support and family programs tailored to every life stage. * **Always by your side.** Access **Santander Contigo**, our employee and family program offering legal, emotional, and administrative advisory services. * **Additional benefits**. Gym/WellHub membership, medical centers at select locations, meal subsidies, parking, transportation service from multiple points across Madrid, as well as exclusive discounts and offers for Santander employees. **And that’s just the beginning — we’ll tell you more when you join!** We’re here to **keep you motivated**, help you achieve your goals, and celebrate your progress — every step of the way. **LOCAL COMPLIANCE** Santander takes pride in being an organization that provides equal opportunities regardless of age, gender, disability, marital status, race, religion, or sexual orientation. We are committed to providing an inclusive and accessible application process for all candidates. **WHAT’S NEXT** If this sounds like a role that interests you, please submit your application. **READY TO TAKE THE NEXT STEP IN YOUR JOURNEY?**

Source: indeed
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Posted by

David Muñoz

Indeed · HR

Location

David Muñoz

Indeed · HR

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