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Private Bankers (PB's) own portfolios of high net worth clients and are responsible for maintaining excellence in service delivery, deepening relationships with these clients and helping to meet their financial needs. In doing so PB's will deliver commercial value and portfolio growth for Santander.
PB's proactively manage a portfolio of 50-200 Private Banking high net worth clients, providing support and investment advice on a broad range of financial matters. PB's will develop deep relationships with clients to enable them to be able to support client's wealth structuring needs, utilising specialists both internal and external where appropriate.
As a figurehead for Private Banking in their given region, PB's will be responsible for promoting the business both internally and externally. Internal engagement will be through Retail and SCCB channels. Externally they will maintain relationships with key professionals in their region for mutual benefit. Through this business development work PB's are expected to secure new to bank clients to build their portfolios in line with the growth strategies for their region.
Operating on a regional basis and mobile to suit their client's needs, PB's will exceed client's expectations through quality and timeliness of service and providing an excellent client experience. PB's will maximise retention of existing clients and their holdings, and develop these into primary banking relationships and thereby grow the value of the portfolio.
We're passionate about helping people and businesses prosper and we strive to be simple, personal and fair in everything we do. That's why we've built a culture of respect, where everyone is empowered to keep their promises and go above-and-beyond for our customers, colleagues and the communities we serve.
As a Private Banker your main responsibilities will be
Achieving net portfolio growth, in a balanced fashion and in line with approved commercial agenda
Ensuring suitably focused activity to deliver individual commercial plan and an exceptional client experience
Identifying, understanding and helping clients by competently and effectively dealing with their changing needs
Engaging effectively with sophisticated, complex, high net worth clients and showing a deep understanding of wider financial affairs and financial products held beyond Santander to ensure dialogue with client is comprehensive and client focused
Maintaining up to date and compliant records to ensure relevant internal standards and external regulatory requirements are observed - including all Quality Assurance and Manager file checks, observed interviews etc.
Minimum skills and experience required
RDR level 4 qualification (CISI or CII) and currently providing financial advice (If not already obtained, to be prepared to study towards RDR level 6 Chartered status for advice)
Investment knowledge, investment advice authorised, risk management & control experience is essential
Comprehensive knowledge of Wealth structuring tools, investment approaches and application of these with 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
For your commitment and success, Santander offers a competitive basic salary with a distinct career development opportunity. In addition to your salary and bonus, we offer you a benefits package that's flexible and allows you to be in control, as well as all the policies, tools and guidance to support you.
Other Santander benefits include:
Pension with generous contributions from Santander
30 days' holiday plus bank holidays, 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
24/7 access to an online employee discount platform. Save money on everything from groceries, electronics, fashion, holidays and much more
Benefits supporting you and your family, such as Childcare vouchers, voluntary Life assurance and Critical illness
Access to an All Employee car scheme
Excellent employee recognition schemes, be recognised for demonstrating great behaviours
Share in Santander's success by investing in our Sharesave and Partnership shares plans
Support your favourite causes through charitable giving and our community partnerships
We'll give you more than a job, we'll give you a purpose - to help people and businesses prosper.
We've created an environment where we always put people first, that's why we offer flexible work options to help you do your job in a way that suits you. Whatever your unique ambitions, you'll have plenty of room to grow, with tailored training and development opportunities and a wide range of benefits designed to suit your lifestyle. What's more, we'll also support you in making a difference through our volunteering and fundraising schemes. Our commitment to our people hasn't gone unnoticed and we've been listed as one of Britain's Top Employers by the Top Employers Institute since 2012.
Time to apply
If this sounds like a role you're interested in then please apply on the link below.