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Senior Portfolio Strategist

Santander Private Banking International

Santander Private Banking International is seeking a Senior Advisor in San Diego, CA. This role involves managing investment strategies for clients, leveraging a comprehensive suite of financial products. The ideal candidate will have a Bachelor's degree, 7-10 years of financial services experience, and a CFA certification. The Senior Advisor ensures high levels of client satisfaction, provides insights on asset allocation, and supports the sales team. Proven analytical and communication skills are essential. #J-18808-Ljbffr Santander Private Banking International

Vacancy posted 1 day ago
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