Private Banking - Banker - Mexico Region - Miami

Country: United States of America

At Santander Private Banking International, we provide the highest level of service and financial advice to high-net-worth individuals and family groups.

We work with an open architecture, providing our clients with competitive investment opportunities available in the market, selecting options that allow them to achieve their financial objectives. We focus on building strong relationships that help us to better understand our clients' individual needs.

Santander Private Banking International has a global presence that provides us with in-depth knowledge of local markets, offering solutions tailored to local contexts aligned with a global vision.

We leverage our strong partnership with our local bank in Brazil to provide a truly global perspective. By treating your portfolio holistically, we seamlessly facilitate cross-border transactions, daily operations, and customized financing solutions.

Key Responsibilities

The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of high net worth/ ultra high net worth who have a minimum of $4MM in liquid/investable assets. As the main point of contact for the client, the Banker's primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new clients.

The Banker facilitates efficient and accurate interactions between the client and investing business partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact same book of business together.

• Cultivate, manage and retain HNW client relationships, expanding Assets Under Management (AUM) by acquiring new clients and deepening existing ones.
• Work in partnership with the product specialist teams across investments, credit, and asset management to provide tailored solutions to our clients.
• Provide real-time investment insights and flawlessly execute client portfolio decisions utilizing a deep knowledge of wealth management products.
• Develop targeted sales strategies, maximize cross-business synergies, and ensure regulatory alignment.

What You Bring:

Successful candidates will bring direct experience as a banker / business development role acquiring and developing high net worth clients in Mexico. Additionally, this individual is passionate about building long term and multigenerational relationships, and thrives working in a team environment to achieve the common goals.

Education:

Bachelor's degree required or equivalent experience.

Qualifications:

• Proven track record of building and managing a book of clients covering Mexico.
• Consistently meeting Asset Under Management (AUM) and net new money targets.
• Deep knowledge of investments, wealth planning, credit and risk management
• Expert in Know Your Customer (KYC), Anti-Money Laundering (AML), and cross-border regulatory frameworks.
• Possesses strong interpersonal and organizational skills.

It Would Be Nice For You To Have:

Proficient in Spanish

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:
$112,500.00 USD

Maximum:

$190,000.00 USD

We Value Your Impact:

Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in, then please apply.