Private Banker | S | Wealth Management and InsuranceCountry: United Kingdom
Interested in part-time, job-share or flexible working ? We want to talk to you!
Join our community.
Our clients value our advice. They value our support and trust our expertise. They have big plans for their money. And that’s where you come in as their trusted advisor.
You’ll be proactively managing a Private Bank portfolio of up to high-net-worth clients, providing banking services and investment advice on a broad range of financial matters. You’ll be maintaining and developing your portfolio, maximising retention of existing clients and their holdings. By developing your clients into primary banking relationships, you’ll effectively grow the value of your portfolio.
The difference you’ll make:
1. Delivering an individual contribution plan and an exceptional client experience
2. Achieving net portfolio growth in line with approved objectives
3. Identifying, understanding, and helping clients with their changing needs
4. Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused
5. Maintaining up to date and compliant records to ensure relevant internal standards and external regulatory requirements are observed
What you’ll bring:
6. Investment knowledge and the required qualifications (QCF Level minimum) is essential
7. Recently providing investment advice with an appetite to deliver the best experience & outcomes for your clients.
It would also be nice for you to have:
8. Comprehensive knowledge and delivery of wealth structuring tools and investment approaches to high-net-worth clients
9. A good knowledge of wider financial markets, with exposure to the full range of banking products and financial planning industry
10. Risk management and control experience gained within Private Banking
What else you need to know:
We want our people to thrive at work and home, and we recognise that many people benefit from flexible arrangements. To enable us to deliver the best outcomes for our customers and to help each other develop we understand the importance of having the right balance of spending time together in an office while maintaining flexibility.
By working this way, we can continue to create moments that matter for everyone. To support this, we offer site-based contracts with a hybrid working pattern and we’re happy to discuss specific requirements throughout the recruitment process.
This role is based in West Midlands and you will be expected to spend days a week in the office, with the flexibility to adapt to your clients’ needs.
Inclusion
At Santander we’re creating a thriving workplace where all colleagues feel they belong and are supported to succeed. We all help to make Santander a workplace that celebrates diversity and attracts, retains and develops the most talented and committed people through living our values of Simple, Personal, and Fair.
How we’ll reward you.
As well as a competitive salary, you’ll enjoy a benefits package that you can tailor to your needs.
11. Eligible for a discretionary performance-related annual bonus
12. We put % of salary into your pension, even if you don’t contribute yourself. We’ll pay in up to .% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer
13. days’ holiday plus bank holidays, which increases to days after yrs service, with the option to purchase up to contractual days per year
14. £, car allowance per year
15. Company funded individual private medical insurance
16. Voluntary healthcare benefits at discounted rates such as private medical insurance for your family, dental insurance, healthcare cash plan and health assessments
17. Benefits supporting you and your family, such as death-in-service benefit, income protection, and voluntary life assurance and critical illness cover
18. Share in Santander’s success by investing in our share plans
What to do next: