Senior Advisor at Santander Private Banking International — NeverHard
Senior Advisor at Santander Private Banking International in San Diego, San Diego County. Skills: Financial Solutions, Investment Management, Sales Support, strategic asset allocation. Apply on NeverHard.
Company
Santander Private Banking International
Location
San Diego, San Diego County
Type
not_specified
Required skills:
Financial Solutions
Investment Management
Sales Support
strategic asset allocation
Job Description The Senior 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 Senior Advisor combines th…