Private Banker S3 Wealth South London

Private Banker | S3| Wealth | South London

Country: United Kingdom

**WHAT YOU WILL BE DOING**

**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 portfolio of c200 Private Banking high net worth clients, providing support 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 these into primary banking relationships, you’ll effectively grow the value of the portfolio.

**The difference you’ll make**
- Delivering an individual contribution plan and an exceptional client experience.
- Achieving net portfolio growth in line with approved objectives.
- Identifying, understanding, and helping clients with their changing needs.
- Providing regulated investment advice to help 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.

**What you’ll bring**
- Investment knowledge and the required qualifications (QCF Level 4 minimum) is essential
- A solid and recent track record of providing investment advice to your clients.

**It would also be nice for you to have**
- 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.

**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. We aim to offer different ways of working to ensure the best experience for you and for our customers. 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 South London and, although you will have full control of your diary, you will be expected to engage with customers and colleagues on-site in your working week, with the flexibility to adapt to your customers’ preferences.

**Everyday 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.
- Eligible for a discretionary performance-related annual bonus
- We put 8% of salary into your pension, even if you don’t contribute yourself. We’ll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer.
- 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.
- 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 Santander’s success by investing in our share plans.

**What to do next.**

If this sounds like a role you’re interested in, then please apply.