Santander Wealth Management & Insurance

Santander Wealth Management & Insurance

Banking

We want to become the best Wealth & Insurance Manager in Europe and the Americas

About us

We are the global Santander Group division that integrates the businesses of Santander Private Banking, Santander Asset Management and Santander Insurance, with the aiming to becoming the best Wealth & insurance Manager in Europe and the Americas, acting responsibly to earn the trust of our customers and their families. The division was created in 2017 and has grown at double-digit in the last years driven by: - Geographical presence and scale, which have enabled us to build an authentic global service platform; - In-depth local knowledge combined with the global capabilities that we make available to all of our customers; - Constantly improving offer, more comprehensive and better prepared to the current environment, and which leverages our capabilities as a leading financial group.

Industry
Banking
Company size
5,001-10,000 employees
Type
Privately Held
Specialties
Private banking, Wealth Management, Insurance, Asset Management, and Investments

Employees at Santander Wealth Management & Insurance

Updates

  • Are you motivated, proactive, and passionate about wealth management? Or perhaps you’re keen to start a career in insurance? Either way, our 2025 Graduate Programme is the perfect launchpad for your career.   Santander Wealth Management & Insurance is searching for the next generation of professionals. As part of a global multicultural organisation, you’ll develop key skills across various areas of our business, gaining industry insights that will distinguish you in competitive markets.   This one-year programme offers an exceptional opportunity to join a diverse and dynamic team, with ample opportunities for personal and professional growth in an international environment. 📅 Don’t miss out! Register here: https://lnkd.in/dzcWM3Vx   #GraduateProgramme #WealthManagement #Insurance

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  • Investing in future talent! 🌟   At WM&I we are committed to developing talent and fostering growth through the WM&I graduate programmes across our global and local teams.    Our team in Brazil held a rewarding event, led by HR Business Partner Gustavo Zuccari, where leaders such as Patricia Godoy, CFP, Renan Rodrigues de Freitas, and Vitor Ohtsuki, CFP® (Head of Santander Private Banking Brazil) shared their career journeys and offered guidance to WMI interns and new graduates as they embark on their own paths. Cristina Klein, who started at the bank as an intern almost 20 years ago, also provided valuable advice on how to make the most of internship opportunities.   Meanwhile, our Santander Private Banking International graduate programme continues to attract top talent from prestigious institutions like Cornell University, Princeton University and the University of Pennsylvania. These graduates have made significant contributions through a wide range of projects.   In Madrid, we recently welcomed six new graduates who will receive comprehensive training in various areas before joining their respective teams from our three businesses.   Our programme, deeply rooted in our core values of growth and development, provides a solid foundation for future success. Stay tuned for more exciting updates as we continue to empower the next generation of leaders! 🚀

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  • Celebrating our impact: a recap of recent volunteering efforts 🌟 Recently, our dedication to making a difference has shone through in the form of various impactful initiatives across our offices. In Brazil, Vinicius Vieira, Head of Equity Funds at Santander Asset Management Brazil, launched a volunteering project to help prepare third-party employees, such as cleaners, drivers, receptionists, and security staff, to obtain financial qualifications, opening up new career opportunities for them. A number of employees, from various WM departments, are volunteering their time to teach classes and support the students in achieving their goals. As Carlos André, our Head of Wealth Management Brazil, said, this initiative is poised to drive significant positive change for our employees. In the UK, our Santander Asset Management team is proud to support valuable access to digital tools by providing 100 items of computer hardware to a charity that enables people in need to stay connected, a crucial factor in supporting education. A big thank you to everyone who took part for your dedication and hard work. Your commitment to these causes enriches our communities and upholds our shared values. Here’s to continuing our impactful journey together! 🌍

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  • Celebrating the milestones achieved by our Wealth Management teams in Brazil! 🌟 Our colleagues in Brazil gathered for their annual Wealth Management convention, a special time to meet, reflect on accomplishments, embrace new challenges and map out the future. Congratulations to our Brazilian team. We look forward to conquering new horizons - onwards together! 🌍 #WealthManagement #Brazil https://lnkd.in/duXGHUPV

    Ontem aconteceu mais uma edição da Convenção de Wealth Management Brasil. Dessa vez, com nossa estrutura já reforçada pelos times de Investimentos e Toro Investimentos que passaram a integrar nossa Vice-Presidência. Cada vez mais consolidamos nossa estratégia de negócio, e nos tornamos preparados para ampliar nossa proposta de valor por meio de um atendimento de excelência, oferta ampla de produtos e de uma nova experiência digital, amplificados pela nossa expertise e presença global, de forma simples e digital. Foi uma tarde de muita conversa sobre resultados e oportunidades. Agradeço ao nosso Head Global Javier Carranza, aos meus diretos Alexandre Farias Rudolf Gschliffner CFP® Gschliffner, Vitor Ohtsuki, CFP® e Gustavo Schwartzmann pelo comprometimento, pelas entregas e pela ambição. Germanuela De Almeida De Abreu obrigado por estar conosco mais uma vez. Com certeza, nossas Pessoas fazem toda a diferença e suas palavras reforçam a cultura do nosso Santander Brasil. Ede Viani Gilberto Duarte de Abreu Filho 杜博宇 e Renato Ejnisman é um orgulho dividir a trincheira com vocês. Tenho certeza que quanto mais conectados, mais valor traremos aos nossos clientes. Mario Roberto Opice Leao obrigado pela mensagem e pelo comprometimento em estar sempre conosco, e por ser sempre um grande sponsor de Wealth nesta jornada. E claro, um agradecimento especial ao Ricardo Lacerda por compartilhar suas experiências como cliente e suas visões sobre mercado de capitais no Brasil. Vamos com tudo, Wealth Management Brasil! #SantanderBrasil #ComeçaAgoraSantander

  • Congratulations on a decade of success Ana Botín! We are very proud to be part of this group, its culture and the values it represents. https://lnkd.in/dNnh6kH6

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    Ana Botín Ana Botín is an Influencer

    Executive Chair at Banco Santander

    The last decade has been quite a journey. We've come a long way despite having to handle global crises like the pandemic, and I am incredibly proud of what we as a team have achieved. With a clear vision that has driven an extensive cultural, and organizational transformation, we are turning Santander into the best digital and open financial services platform, and we are doing it the right way. More than that, we've shown Santander's potential. We have increased the number of customers by 60 million, tripled our profit, and increased shareholder returns six-fold: I am convinced that Santander today offers the best investment opportunity among European banks. In this interview, I review what has been an incredible decade. I want to thank my team, especially José Antonio and Héctor, and the Santander Board, particularly Rodrigo and now Glenn, for all they have done; and my family, especially Guillermo, my mother, and my sons, for their amazing support. Together, we have achieved a great deal – and I look forward to more success in the years ahead. --- La última década ha sido un viaje único. Hemos avanzado mucho a pesar de crisis globales como la pandemia, y estoy muy orgullosa de lo que hemos logrado como equipo. Basado en una visión clara y gracias a una profunda transformación cultural y organizativa, estamos convirtiendo al Santander en la mejor plataforma abierta de servicios financieros y lo estamos consiguiendo de la manera correcta. Además, hemos demostrado el potencial del Santander, creciendo en 60 millones de clientes, triplicando el beneficio, multiplicando por seis el retorno al accionista y convirtiéndonos en el mejor banco global en inclusión financiera: estoy convencida de que ofrecemos hoy la mejor oportunidad de inversión entre los bancos europeos. En esta entrevista, repaso la que ha sido una década increíble. Quiero agradecer a mi equipo, especialmente a José Antonio y Héctor, y al Consejo de Santander, particularmente a Rodrigo y ahora a Glenn, por todo lo que han hecho; y a mi familia, especialmente a Guillermo, mi madre y mis hijos, por su apoyo incondicional. Juntos, hemos logrado mucho – y conseguiremos mucho más en los próximos años.

  • 🎓 Are you motivated, proactive, and passionate about the wealth management industry? Do you want to jump-start a career in insurance? In either case, our 2025 Summer Internship Program is the perfect opportunity. Santander Wealth Management & Insurance is looking for the next generation of leaders. As part of a global organization, you will be able to enhance your skills across key areas of our business while gaining industry knowledge that will set you apart in some of the most competitive sectors. Work alongside top professionals, contribute to high-impact projects, and develop your ability and creativity to take on complex new challenges. We’re proud to nurture future leaders by offering programs that reflect our commitment to diversity, innovation and excellence. 📆 Join our dynamic team for an invaluable corporate experience.  Applications are open until October 10th. https://lnkd.in/dbF79Yf9 #InternshipProgram 

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  • Celebrating the 2024 Santander Summer Experience! 🌟 As summer draws to a close, we are proud to highlight our commitment to nurturing future leaders. This year, we welcomed a diverse group of interns to various locations within Santander. Their involvement this summer provided them with a unique opportunity to immerse themselves in the core of our business, gaining hands-on know-how. We remain dedicated to delivering an exceptional experience, focusing on the development and growth of the next generation of banking and finance professionals. We look forward to seeing these promising individuals achieve continued success. #SantanderWealthManagementAndInsurance #SummerProgramme #Internship https://bit.ly/4dCoARe

    The future of our industry is shaped by the bright minds and fresh perspectives of the next generation, which is why, today, we are taking a moment to celebrate our remarkable interns. Whether they participated in the summer intensive or are part of our ongoing internship program, these young professionals are not just observers but active contributors to our success. We are grateful for their dedication to diving headfirst into real-world responsibilities across the company. We look forward to seeing everything that you will achieve in your careers! #Talent #PrivateBanking

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  • Celebrating an exciting first semester of 2024! 🌟 The first half of the year saw significant milestones and impactful initiatives. Our activities have been focused on enhancing team cohesion, promoting well-being, and driving positive change.  We are incredibly proud of our dedicated teams and grateful to everyone who participated in these events. Your efforts and enthusiasm make all the difference. As we continue to support our clients and promote excellence, we look forward to achieving even greater success. #SantanderWealthManagementAndInsurance #Milestones

  • Reflecting on our ESG Journey: 2023-2024 Recap 🌍 Over the last year, we continued to reinforce our teams' knowledge of sustainability through five insightful ESG talks. These sessions brought Santander Wealth Management & Insurance sustainability experts and Group employees together to explore crucial ESG themes. We covered our net zero commitment, socially responsible investment (SRI) trends, climate adaptation and circular economy, blending technical insights with available SRI solutions for our clients. A big thank you to all our employees for your valuable contributions and engagement. Your dedication drives our progress in sustainability.  Here’s to more ESG insights and achievements! 

  • As part of one of Santander's five global businesses, we are proud to have contributed to these fantastic results.   Congratulations to the teams for their hard work and dedication and thanks to our clients for their continuous trust. Santander Private Banking Santander Asset Management #SantanderInsurance https://bit.ly/3zYNOKM

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    1,825,055 followers

    Watch Héctor Grisi, Group CEO, present the first half of the year results. Our global businesses have contributed to a strong performance, leading us to upgrade our 2024 targets (revenue growth, efficiency and return on tangible equity). We’ve achieved an attributable profit of €6,059mn (+16% YoY), with increased profitability and shareholder value creation: RoTE of 16.3% annualizing the temporary levy impact and earnings per share growth of 19%. The three takeaways for your morning brief are: - Record results - Strong operating performance and increase in profitability supported by ONE Transformation - Solid balance sheet and higher shareholder remuneration supporting sustained value creation Read more: https://lnkd.in/dRSFFHfU

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