Santander · 16 hours ago
Senior Advisor AIS
Miami
Full-time
Onsite
Mid, Senior Level
$128K/yr - $220K/yr
7+ years expSantander is a global leader and innovator in the financial services industry, and they are seeking a Senior Advisor AIS to join their Investments Team. This role involves trading execution and active advisory for professional clients, contributing to investment committees, and providing tactical investment ideas based on research.
BankingCommercial LendingFinanceFinancial ServicesPersonal Finance
Responsibilities
Provide coverage and due diligence in the equity and fixed income markets so Professionals clients may utilize it in the asset allocation process
Complete technical and fundamental analysis, generate investment ideas and provide research to advisors, portfolio managers and clients
Support the sales force to ensure the maintenance of existing accounts as well as growth of new accounts (with particular focus on the AIS platform)
Ensure the excellence and quality of service to clients in order to maintain high levels of client satisfaction
Execute trades in client accounts in accordance with client orders
Manage under appropriate supervision the selected portfolios of clients
Generate new business opportunities and promote the development of the Active Investment Services through marketing to sales force and clients
Present, defend and participate in the definition of the Investment Strategy through an active participation in SPB’s Asset Allocation and Products working groups
Contributes to the evaluation, control and minimization of risks within the AIS Department activity
Reduce administrative problems and take initiative in resolving them. Eliminate errors and propose improvements in the processes
Support the risk control process and established procedures/regulations
Other duties as assigned or requested by immediate supervisor
Qualification
Required
Bachelor's degree required
7-10 years of relevant experience or demonstrated required level of proficiency
Excellent communications and interpersonal skills
Analytical skills
Ability to detect and anticipate major market trends
Creativity, with a sense of initiative
Ability to work in a team based environment
Software skills
Capable of performing analysis of markets, interpreting data based in formal knowledge and experience and disseminating information appropriately to internal and external customers
Capable of highly independent work and act as a self-starter in completing market analysis and identifying potential areas of opportunity
Able to adjust communication style based on customer
Trading capabilities
Preferred
Master's degree preferred or equivalent experience
CFA certification preferable but not required
Spanish, English
Benefits
Fair and competitive rewards package
Benefits are designed to support you, your family and your well-being, now and into the future
Company
Santander
Banco Santander is a banking firm that specializes in various banking services including retail, commercial, digital, & investment banking.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-05-30Post Ipo Equity
1987-08-07IPO
Leadership Team
Hector Grisi
Consejero Delegado de Banco Santander
Juan Carlos Melo López
Director
Recent News
2026-01-22
Computer Weekly
2026-01-16
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