Sr Investment Advisor

hace 6 meses


Iztapalapa, México Santander A tiempo completo

SR Investment Advisor

Country: Mexico

Grupo 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**:

- 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_



  • Iztapalapa, México Citi A tiempo completo

    **Responsibilities**: - Recommend and develop security measures in post implementation analysis of business usage to ensure successful system design and functionality - Consult with users/clients and other technology groups on issues, recommend advanced programming solutions, and install and assist customer exposure systems - Ensure essential procedures are...


  • Iztapalapa, México Citi A tiempo completo

    **Responsibilities**: - Recommend and develop security measures in post implementation analysis of business usage to ensure successful system design and functionality - Consult with users/clients and other technology groups on issues, recommend advanced programming solutions, and install and assist customer exposure systems - Ensure essential procedures are...


  • Iztapalapa, México Citi A tiempo completo

    **Responsibilities**: - Responsible for initiatives related to User Acceptance Testing (UAT) process and product rollout into production, making recommendations of solutions and improvements. Responsibilities may also include software quality assurance testing. - Conducts complex process monitoring, product evaluation and audit assignments; reports issues...

  • Territories Strategy

    hace 6 meses


    Iztapalapa, México Uber A tiempo completo

    **About the Role** As a Territories Strategy and Planning Associate, you'll be at the heart of our mission to develop and execute strategies that optimize territory management and propel business growth. Your role is pivotal as you harness your analytical acumen to evaluate market dynamics, unearth growth opportunities, delve into complex business...

  • Sr. Project Manager

    hace 6 meses


    Iztapalapa, México Toshiba Global Commerce Solutions, Inc. A tiempo completo

    The project Manager will be responsible for participating in strategic planning and ensuring the results of the services team, through controls and metrics. He will have direct responsibility for the implementation of continuous improvement plans for all maintenance clients. Build a strong plan to achieve sustainable growth in the region. Provide input into...


  • Iztapalapa, México Servicios Comerciales Amazon Mexico S. de R.L. de C.V. A tiempo completo

    5+ years of account management, project or program management or buying experience - 2+ years of doing one of several roles: quantitative/financial analysis, retail buying, retail planning & allocation, product/project management, pricing, marketing or e-commerce experience - Experience driving internal cross-team collaboration - Bachelor's degree or...


  • Iztapalapa, México World Resources Institute A tiempo completo

    **About the Program**: P4G - Partnering for Green Growth and the Global Goals 2030 - contributes to green and inclusive growth in low - and middle-income countries by helping early-stage climate businesses become investment ready and supporting national climate platform connections in food, water and energy systems. Hosted by World Resources Institute and...

  • Business Development

    hace 6 meses


    Iztapalapa, México HSBC A tiempo completo

    -Job description **Role Purpose**: The role is a specialist role and is part of the Premier and Wealth sales force. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products, FX, Investment, Financial Planning, Retirement, Protection, Mortgage etc. Business Development Manager...

  • Facilities Assistant

    hace 7 meses


    Iztapalapa, México JLL A tiempo completo

    JLL supports the Whole You, personally and professionally. **Benefits to eligible employees, include**: Annual Performance Bonus. Online platform with certified courses for professional development. What this job involves We are currently seeking a dynamic individual for the role of Facilities Assistant to join our team: **Location**: Lomas de Chapultepec,...