- Elaborar y conceptualizar la visión y estrategia de Santander para lograr acoplarla a las estrategias, asesoría, y recomendaciones concretas de una cartera asignada de clientes. Incluyendo comités de inversión semanales para banqueros
- Programar las estrategias de inversión definidas por banco Santander en los portafolios de los clientes. Que en todo momento la implementación se lleve a cabo con los productos adecuados.
- Elaborar seguimiento permanente a los contratos y asegurar que los portafolios cumplan con el perfil y tolerancia al riesgo del cliente, así mismo, cumplir con plan básico en aquellos casos en los que aplique.
- Programar y resolver consultas específicas de los clientes en torno a inversiones y las distintas clases de activos involucradas: bonos, acciones, notas, fondos, alternativos, e.t.c.
- En Banco Santander trabajamos para asegurar la mejor experiência en tu proceso, en caso de que necesites algún ajuste razonable o algún apoyo, por favor compártelo con el equipo_
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Sr Investment Advisor - Xico, México - Santander
Descripción
SR Investment AdvisorCountry:
MexicoGrupo Santander es el banco líder que a través de más de 160 años de reinvención, ha llegado a ser una organización sin fronteras con presencia en más de 40 países, 95 nacionalidades y equipos multiculturales que comparten 4 idiomas.
Lo importante para nosotros son nuestros clientes, colaboradores, accionistas y la sociedad, como parte de nuestra misión, que es contribuir al progreso de las personas y empresas, actuando siempre de forma Sencilla, Personal y Justa.
Principales responsabilidades: