Investment Advisor – Portfolio Advisory

About the role

The Advisor proactively provides investment management and strategic asset allocation for clients under the Portfolio Advisory platform, leveraging Santander's comprehensive suite of financial solutions.

Key responsibilities

• Provide investment expertise and ideas through equity and fixed‑income market coverage and due‑diligence.
• Participate in asset‑allocation and product working groups, shaping investment strategy.
• Develop investment plans with bankers, present recommendations, and execute solutions in client accounts.
• Support the sales force to maintain existing advisory accounts and grow new assets under management.
• Maintain high service quality, client satisfaction, and visibility with management.

Required profile

• Senior experience in financial services, preferably with both buy‑side and sell‑side exposure.
• Understanding of asset allocation and portfolio construction for ultra‑high‑net‑worth clients.
• Strong analytical, communication, and interpersonal skills.
• Bachelor’s degree required; Master’s preferred or equivalent experience.
• 5‑7 years of relevant experience.

Required skills

• CFA certification (required).