Advisor - Houston

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Advisor proactively provides investment management and strategic asset allocation for clients under the Portfolio Advisory platform using the comprehensive suite of financial solutions and products approved by BSI. As part of the Products & Investments Team, contributes to IPB’s Investment Committees and increases the support to the sales force to ensure the maintenance of existing Advisory accounts as well as the growth of new accounts.

The Investment Advisor combines the technical skills of portfolio managers with the communication and selling skills of private bankers. This individual must have a depth of financial services experience, a flexibility of approach, and a capacity to represent a diverse range of technical investment products. The role requires a multi-product focus that incorporates equities, fixed income and foreign exchange products, derivatives, structured products and alternative investments.

The Advisor reports to the Head of Portfolio Advisory.

• Provide investment expertise and investment ideas for the integrated team through the coverage and due diligence in the equity and fixed income markets (fundamental and technical analysis).
• Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB’s Asset Allocation and Products working groups.
• Understand client’s investment profile, current investment objectives and work with Banker to develop an investment plan and prepare recommendations of appropriate investment products. Ability to communicate these investment strategies to all levels of clients and prospects.
• Advise clients on strategic asset allocation and specific tactical solutions
• Execute investment solutions in client accounts in accordance with client plans
• Support the sales force to ensure the maintenance of existing Advisory accounts.
• Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction.
• Participate in new marketing initiatives with banker and integrated team to gather new AUM under the platform and increase strategic product penetration.
• Maintain visibility with management, sales force and clients defending investment and products policy/strategy.
• Raise efficiency and margins through disciplined management, segmentation, and use of proprietary information technology business tools. To contribute to the evaluation, control and minimisation of risks within the Advisory Department activity.

Other duties as assigned or requested by immediate supervisor

Senior experience within a specific discipline in financial services Combination of buy and sell-side experience preferred

Understanding of asset allocation and portfolio construction as it applies to ultra-high-net-worth clients

Expertise in mathematics and technical applications with an ability to translate complex ideas into simple, practicable forms is necessary

Bachelor’s degree required;
Master’s degree preferred or equivalent experience

5-7 years of relevant experience or demonstrated required level of proficiency

Excellent communications…