Sr Banker - Mexico Coverage - Miami​/Houston

At Santander Private Banking International, we provide the highest level of service and financial advice to high-net-worth individuals and family groups.

We work with an open architecture, providing our clients with competitive investment opportunities available in the market, selecting options that allow them to achieve their financial objectives. We focus on building strong relationships that help us to better understand our clients’ individual needs.

Santander Private Banking International has a global presence that provides us with in-depth knowledge of local markets, offering solutions tailored to local contexts aligned with a global vision.

We leverage our strong partnership with our local bank in Mexico to provide a truly global perspective. By treating your portfolio holistically, we seamlessly facilitate cross-border transactions, daily operations, and customized financing solutions.

The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $4MM in liquid/investable assets. As the main point of contact for the client, the Banker’s primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new clients.

The Banker facilitates efficient and accurate interactions between the client and investing business partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact same book of business together.

• Cultivate, manage and retain HNW client relationships, expanding Assets Under Management (AUM) by acquiring new clients and deepening existing ones.
• Work in partnership with the product specialist teams across investments, credit, and asset management to provide tailored solutions to our clients.
• Provide real-time investment insights and flawlessly execute client portfolio decisions utilizing a deep knowledge of wealth management products.
• Develop targeted sales strategies, maximize cross-business synergies, and ensure regulatory alignment.

Successful candidates will bring direct experience as a banker / business development role acquiring and developing high net worth clients in Mexico. Additionally, this individual is passionate about building long term and multigenerational relationships, and thrives working in a team environment to achieve the common goals.

Bachelor’s degree required or equivalent experience.

• Proven track record of building and managing a book of clients covering Mexico.
• Consistently meeting Asset Under Management (AUM) and net new money targets.
• Deep knowledge of investments, wealth planning, credit and risk management
• Expert in Know Your Customer (KYC), Anti-Money Laundering (AML), and cross-border regulatory frameworks.
• Possesses strong interpersonal and organizational skills.

Proficient in Spanish

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.