Investment Associate – English Speaking

Acerca de la Empresa

Santander Private Banking is a leading wealth management division of Banco Santander, one of the largest financial institutions in the world. We are dedicated to providing comprehensive and personalized financial solutions to high-net-worth individuals and families globally. Our team in Gandia offers expert advice and manages investment portfolios, upholding Santander’s commitment to trust, innovation, and client success.

Descripción del Trabajo

We are seeking a highly motivated and detail-oriented Investment Associate to join our dynamic team in Gandia. This role is crucial for supporting our Senior Investment Advisors in managing client portfolios, conducting market research, and preparing client presentations. The successful candidate will have strong analytical skills, a solid understanding of financial markets, and exceptional communication abilities in English to serve our diverse international clientele.

Responsabilidades Clave

• Assist Senior Investment Advisors in managing client portfolios and executing investment strategies.
• Conduct in-depth market research and analysis on various asset classes, economic trends, and investment opportunities.
• Prepare comprehensive financial reports, client proposals, and presentation materials.
• Liaise with clients to address inquiries, provide updates, and ensure a high level of service, primarily in English.
• Maintain accurate client records and ensure compliance with all regulatory requirements.
• Collaborate with internal teams, including research, trading, and operations, to streamline processes.
• Support the onboarding of new clients and the ongoing maintenance of client relationships.
• Participate in client meetings and contribute to strategic discussions.

Habilidades Requeridas

• Fluent in English (both written and verbal) is essential.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 2+ years of experience in financial services, wealth management, or investment banking.
• Strong understanding of financial markets, investment products, and economic principles.
• Excellent analytical and quantitative skills.
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
• Ability to work independently and as part of a team in a fast-paced environment.
• Exceptional attention to detail and organizational skills.

Cualificaciones Preferidas

• Master's degree or CFA candidacy/certification.
• Proficiency in Spanish or other European languages.
• Experience with financial software platforms (e.g., Bloomberg, Refinitiv Eikon).
• Knowledge of local Spanish market regulations.

Ventajas y Beneficios

• Competitive salary and performance-based bonuses.
• Comprehensive health and wellness benefits package.
• Generous paid time off and public holidays.
• Opportunities for professional development and career advancement.
• Access to a wide range of learning and training programs.
• Employee discounts on Santander products and services.
• Dynamic and supportive work environment in a global financial institution.

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