What are the responsibilities and job description for the Wealth Management Specialist position at Santander Holdings USA Inc Careers?
Client Relationships and Sales Leadership
As a Financial Advisor at Santander Holdings USA Inc Careers, you will build and maintain strong client relationships, providing expert investment guidance and sales leadership to internal business partners.
Key Responsibilities
Requirements
As a Financial Advisor at Santander Holdings USA Inc Careers, you will build and maintain strong client relationships, providing expert investment guidance and sales leadership to internal business partners.
Key Responsibilities
- Holds frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership.
- Provides active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.
Requirements
- Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
- Demonstrated proficiency with Microsoft Office applications.
