Senior Discretionary Portfolio Leader

Santander Private Banking International; Miami (FL); On-site; USD 128,000 - 220,000; Full time

Job summary

Santander Private Banking International in the United States seeks a Senior Discretionary Portfolio Manager to lead and manage client portfolios across equities, fixed income, and alternatives, collaborating with Private Bankers to deliver discretionary strategies and report performance.

You will design portfolios, supervise investment policy, participate on investment committees, and guide relationship strategies while ensuring fiduciary compliance and open-architecture guidance.

Qualifications

• Bachelor's degree in related field or equivalent demonstrated through work experience or education
• 8+ years related work experience in portfolio management
• CFA preferred

Responsibilities

• Design, structure and rebalance investment portfolios in line with client objectives and policy
• Manage discretionary accounts with fiduciary responsibility and risk controls
• Contribute to investment committees and client reporting
• Evaluate goals, performance, and market conditions to adjust strategies
• Collaborate with Private Bankers to align client strategies with product offerings
• Supervise marketing material creation and support commercial efforts

Skills

Portfolio management

Financial analysis

Communication

Leadership

Python

Bloomberg

Excel

Education

Bachelor's degree in related field

Tools

Bloomberg

Python

Excel

Job description

Santander Private Banking International in the United States seeks a Senior Discretionary Portfolio Manager to lead and manage client portfolios across equities, fixed income, and alternatives, collaborating with Private Bankers to deliver discretionary strategies and report performance.

You will design portfolios, supervise investment policy, participate on investment committees, and guide relationship strategies while ensuring fiduciary compliance and open-architecture guidance.