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About the Role

We are looking for a Wealth Advisor to work alongside our Corporate and Commercial Banking Team. You will be proactively managing a portfolio of high net worth clients, providing support and investment advice on a broad range of financial matters. You will be maintaining and developing your portfolio, maximising retention of existing clients and their holdings. By developing these into primary banking relationships, you’ll effectively grow the value of the portfolio.

Responsibilities

Delivering an individual contribution plan and an exceptional client experience.
Achieving net portfolio growth in line with approved objectives.
Identifying, understanding, and helping corporate and commercial clients with their changing needs.
Providing regulated investment advice to help corporate and commercial clients meet their objectives.
Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
Maintaining up to date and compliant records to ensure relevant internal standards and external regulatory requirements are observed.

Requirements

A solid and recent track record of providing investment advice to your clients.
Comprehensive knowledge of wealth structuring tools, investment approaches and application of these to high-net-worth clients.
A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry.
Risk management and control experience gained within Private Banking, Corporate and Commercial and or Select Investments.
Investment knowledge and the required qualifications (QCF Level 4 minimum) is essential.
All candidates must have the right to work in the UK to commence employment with Santander.

Skills

Investment Market and Product knowledge.
Financial software navigation skills.
Regulatory and compliance knowledge, specifically consumer duty.
Relationship Management.
Communication and influencing skills.
Proactive and dynamic approach to change.

Location

London
United Kingdom

Work Type

Hybrid

Experience Level

Depending on experience

Education Level

QCF Level 4 minimum

Salary/Compensations

£56,864.00 - £85,296.00 per annum

Benefits

30 days’ holiday plus bank holidays, which increases to 31 days after 5yrs service, with the option to purchase up to 5 contractual days per year
£6,000 car allowance per year
Company funded individual private medical insurance
Company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover.
Share in Santander’s success by saving or investing in our share plans.
Staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services
Competitive rewards that reflect the real impact you make and the value you bring.
Wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support.
Enhanced family leave, childcare options and tailored wellbeing support.
Volunteering opportunities that let you make a difference in the communities we serve.
Global growth opportunities to shape your career, learn new skills and explore what’s possible across our international network.

About the Company

Santander is evolving from a global, high-potential brand into a technology-driven organisation, and our people are at the heart of this journey. Together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. Our mission is to contribute to help more people and businesses prosper. We embrace a robust risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management. Retail & Commercial Banking I Digital & Assisted Channels; is a global business integrating all our retail and commercial banking activities to better serve our customers, improve efficiency and drive value creation. The Private Banking & Select Investment teams are structured to provide regulated advice on financial services and investment products tailored to meet long-term investment needs of the clients within the segment.
Our work touches 140 million lives every day. By always innovating, sharing our experiences, questioning how we do things and adapting to new challenges. As we keep reinventing ourselves for the digital age, you’ll find that with us, even your smallest action will have a massive impact. That’s the Santander Effect.

Equal Opportunity

Santander is proud to be an inclusive organisation that provides equal opportunities for everyone — regardless of age, gender, disability, civil status, race, religion or sexual orientation.
We’re committed to creating a recruitment experience that’s accessible, fair and welcoming for all candidates.
We want our people to thrive — at work and at home — while delivering the best outcomes for our customers and supporting each other to grow.