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Lead regional investment strategy implementation and client engagement initiatives
Mexico City
Senior
21 hours agoBe an early applicant
Santander

Santander

A multinational financial services group offering banking products, services, and solutions to individuals and businesses globally.

Subdirector Fondos De Inversión

Santander is evolving from being a global high-impact brand to an organization driven by technology, with people at the center of this journey. Together, we are leading a transformation focused on the customer, valuing disruptive thinking, the courage to challenge the possible, and the ability to innovate.

This is more than a strategic change: it is an opportunity to grow, learn, and make a real impact. Our mission is to help more people and businesses prosper. We adopt a solid risk culture and expect all our teams to take a proactive and responsible approach to risk management.

Retail & Commercial Banking is a global business that integrates all our retail and commercial banking activities to better serve our customers, improve efficiency, and generate value.

How do we do it? By working as a team, challenging the business, valuing and promoting diversity, and using technology as a driver to build the most comprehensive ecosystem of products that adapt to our customers' needs.

At Santander we work to create a leading platform of financial services, integrating the best of the physical and digital world. We are a global bank with local roots, empowering technology, innovation, and talent to transform the financial experience.

We are Banco Santander México, a leading financial institution that, through more than 160 years of reinvention, has become a borderless organization with a presence in more than 40 countries, 95 nationalities, and multicultural teams that share 4 languages.

The impact you will generate

We are looking for a Subdirector Fondos de Inversión, based in CDMX.

We are redefining the way we work through innovation, the latest generation technology, collaboration, and the freedom to explore new ideas.

In this position, your main responsibilities will include:

  • Promotion and marketing of investment funds. Boosting SAM products in the regional offices of Retail Banking.
  • Ensuring the launch and proper communication of new funds, guaranteeing the appropriate understanding and advice to clients.
  • Leading strategies to attract new customers and increase the participation of existing ones in investment funds.
  • High-value client attention and advice. Providing support to commercial managers in the attention of TOP clients, designing investment portfolios tailored to their needs.
  • Directly attending to Santander Black and sophisticated clients, ensuring a differentiated and quality service.
  • Regional strategy and management. Coordinating with zonal and high-rent directors to implement regional investment strategies.
  • Acting as a liaison between SAM and the Regional Directorate, generating a two-way communication that allows identifying needs, reacting to competition, and strengthening the value proposition.
  • Actively integrating into CORAS, regional committees, morning meetings, and client visits, adding value with technical and market knowledge.
  • Positioning the funds as a key tool within the financial advisory of the clients.
  • Designing and implementing specialized investment training programs for commercial teams.
  • Ensuring that training is supported by SAM and focused on differentiating advice from the competition.
  • Supporting the appropriate profiling of clients in the region.
  • Leading commercial teams in the correct advice and marketing of investment funds.
  • Transmitting technical knowledge and skills so that teams achieve outstanding performance in the sale and advice of funds.
  • Conducting coaching and fostering the development of skills of managers, increasing the penetration of funds in the regional portfolio and optimizing profitability through the product mix.

What you will bring to the team

Our people are our greatest strength. Each person contributes unique perspectives that make us stronger as a team and as an organization. We value who they are and empower what they contribute.

The following requirements represent the essential knowledge, skills, and competencies for this position.

Professional experience

  • Experience attending high-value clients, offering comprehensive advice on savings, investment, credit, and patrimonial solutions products.
  • Investment advice (funds, fixed/variable income, structured), consumer and mortgage credits
  • Management of teams with high commercial results.
  • Knowledge in credit, financial and accounting analysis.
  • Transmitting the necessary technical knowledge and skills to the commercial team.

Education

  • Completed bachelor's degree in Economic Administrative areas (Accounting, Finance, Administration)

Languages

  • Spanish

Technical skills

  • Financial analysis
  • Project management
  • Sales techniques

Interpersonal skills (Soft skills)

  • Dynamic and interested in your professional development

We value your impact

  • Your contribution matters, and we recognize it. At Santander you can expect a fair and competitive compensation package that reflects your impact and the value you will deliver.
  • We offer more than a salary: our benefits are designed to support your life, your goals, and your well-being, today and in the future.
  • Your health is our priority. Through BeHealthy, our global well-being program, we promote the comprehensive well-being of our teams.
  • We know that family is the most important. That's why we offer support in childcare and family programs adapted to each stage of life.
  • We empower our teams to go further through opportunities for growth, international mobility, and extensive career paths.
  • We believe in the power of helping: you can dedicate part of your workday to volunteering.

We are here to maintain your motivation, help you achieve your goals, and celebrate your achievements at every step of the way.

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About Santander
A multinational financial services group offering banking products, services, and solutions to individuals and businesses globally.