Private Banker

Job Description

Join our community. Our clients value our advice. They value our support and trust our expertise. They have big plans for their money. And thats where you come in as their trusted advisor. Youll be proactively managing a portfolio of c200 Private Bankinghigh net worth clients, providing support and investment advice on a broad range of financial matters. Youll be maintaining and developing your portfolio, maximising retention of existing clients and their holdings. By developing these into primary bankingrelationships, youll effectively grow the value of the portfolio. Youll be the figurehead for Private Banking in the Greater London region. Your knowledge and passion will help our clients prosper. The difference youll make. Delivering an individual contributionplan and an exceptional client experience. Achieving net portfolio growth in line with approved objectives. Identifying, understanding and helping clients with their changing needs. Demonstrating deep understanding of wider financial affairs and financialproducts 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. What youll bring. Investment knowledge and the requiredqualifications (QCF Level 4 minimum) is essential with a solid recent track record of proving investment advice to your clients. Extensive product knowledge - including investments, banking, cards, savings, offshore. It would also be nice for you to have.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 financialplanning industry. Risk management and control experience gained within Private Banking. What else you need to know. Given the recent impact of the Coronavirus outbreak we will be conducting all interviews via telephone or video-conference where possible.How well reward you. As well as a competitive salary, youll enjoy a benefits package that you can tailor to your needs Eligible for a discretionary performance-related annual bonus Pension with generous contributions of up to 12.5% from Santander, dependingon your own contribution and length of employment with us 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 individualprivate medical insurance Voluntary healthcare benefits at discounted rates such as private medical insurance for your family, dental insurance, healthcare cash plan and health assessments Benefits supporting you and your family, such as death-in-service benefit,income protection, and voluntary life assurance and critical illness cover Share in Santanders success by investing in our share plans #ThePlaceToBeYourself - Everyday Inclusion at Santander We are committed to making sure all our colleagues feel they belongand are supported to succeed. Our customers come from a wide range of backgrounds, and so do our people, so we welcome applications from across society. You can find out more about how were embedding an inclusive culture that encourages our people to bringtheir full and authentic selves to work on our Inclusion and Belonging page. A bit more about Santander At Santander were driven by our purpose - to help people and businesses prosper. This means we help customers to create change for themselves and thosearound them, and we champion businesses to grow sustainably. We do this by always living our values of Simple, Personal and Fair. At Santander, we each take personal responsibility for managing risk by embracing the I AM Risk framework - to Identify, Assess,Manage and Report risks, and to continuously build a deeper understanding of the risks we face. It is an important part of our culture at Santander and we will provide you with knowledge to help you manage risks in your role. What to do next:- If this soundslike a role youre interested in, then please apply. Why not join our talent community where well keep you updated with all the latest news and job information Simply register your details on our careers site, Join our Talent Community.