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Provides comprehensive investment and insurance guidance, manages and grows a client portfolio, develops new relationships, increases assets under management, and achieves sales and revenue goals. The role requires needs-based financial planning, risk evaluation, regulatory compliance, client relationship management, and FINRA and state insurance licensing.

Provides investment and insurance guidance, develops and manages client relationships, achieves investment sales and revenue goals, and supports branch growth. The role conducts client appointments, identifies financial needs, recommends solutions, maintains regulatory compliance, collaborates with branch leaders, generates referrals, coaches licensed bank employees, manages client records, and completes reporting and continuing education requirements.

Prepare and file US and IFRS regulatory reports, calculate risk-weighted assets and regulatory capital, support SEC filings, automate and maintain reporting systems (T24, Regnology), document controls and procedures, validate data extractions, and support audits and regulatory exams while partnering with internal and external stakeholders.

Provide investment and insurance advice to clients, grow and manage a client portfolio, achieve sales and revenue targets, ensure regulatory compliance and maintain licenses, collaborate with branch partners, coach licensed bank employees, execute business development, and complete administrative and reporting duties.

Manage collaboration projects between Santander and its strategic banking partners in China, delivering results and designing strategic roadmaps.