At a Glance
- Tasks: Manage high-net-worth client portfolios and provide tailored investment advice.
- Company: Join Santander, a tech-driven organisation focused on customer-centric transformation.
- Benefits: Competitive salary, 30 days holiday, and opportunities for personal and professional growth.
- Other info: Dynamic team environment that values unique perspectives and encourages proactive change.
- Why this job: Make a real difference in clients' financial journeys while working with innovative technology.
- Qualifications: Investment knowledge and QCF Level 4 qualifications required.
The predicted salary is between 56864 - 85296 £ per year.
Country: United Kingdom
IT STARTS HERE
Santander is evolving from a global, high-impact 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.
This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. Our mission is to contribute to help more people and businesses prosper. We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
THE DIFFERENCE YOU MAKE
We are looking for a Wealth Advisor to work alongside our Corporate and Commercial Banking Team based out of Milton Keynes / Cambridge Branches.
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 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.
To succeed in this role, you will be responsible for:
- 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.
WHAT YOU’LL BRING
Our people are our greatest strength. Every individual contributes unique perspectives that make us stronger as a team and as an organisation. We’re enabling teams to go beyond by valuing who they are and empowering what they bring.
The following requirements represent the knowledge, skills, and abilities essential for success in this role:
- Professional Experience
- A solid and recent track record of providing investment advice to your clients. (Required)
- Comprehensive knowledge of wealth structuring tools, investment approaches and application of these to high-net-worth clients. (Preferred)
- A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry. (Preferred)
- Risk management and control experience gained within Private Banking, Corporate and Commercial and or Select Investments. (Preferred)
- Education
- Investment knowledge and the required qualifications (QCF Level 4 minimum) is essential (Required)
- Hard Skills
- Investment Market and Product knowledge. (Required)
- Financial software navigation skills. (Required)
- Regulatory and compliance knowledge, specifically consumer duty. (Required)
- Soft Skills
- Relationship Management. (Required)
- Communication and influencing skills. (Required)
- Proactive and dynamic approach to change. (Required)
WE VALUE YOUR IMPACT
At Santander, your contribution matters. We recognise the difference you make every day, and we make sure you feel valued, supported and rewarded in return. Here, recognition goes beyond pay. It’s about the pride you feel in your work, the impact you have on customers and communities, and the opportunities you have to grow and thrive — personally and professionally.
Salary Range: £56,864.00 - £85,296.00 per annum (depending on experience)
This salary range represents the expected remuneration for the role. Annual salary is based on a standard 35-hour working week. Actual salary offered will depend on skills, experience, qualifications and location.
30 days’ holiday plus
Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments| Milton Keyne[...] employer: Banco Santander SA
Santander is an exceptional employer that prioritises the growth and development of its employees, offering a dynamic work culture that embraces innovation and collaboration. Located in Milton Keynes, our team members enjoy a supportive environment where their contributions are recognised and rewarded, alongside competitive benefits such as 30 days of holiday and opportunities for professional advancement. Join us to make a meaningful impact while working with high-net-worth clients in a role that values your expertise and fosters personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments| Milton Keyne[...]
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Wealth Advisor role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your knowledge of investment strategies and financial products during interviews. Bring real-life examples of how you've helped clients achieve their goals to the table.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. This will help you refine your communication skills and boost your confidence when discussing your approach to client relationships.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're serious about joining our team and helps us get to know you better right from the start.
We think you need these skills to ace Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments| Milton Keyne[...]
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Advisor role. Highlight your experience in providing investment advice and managing high-net-worth clients. We want to see how your skills align with our mission of helping people and businesses prosper.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for client relationships and your proactive approach to financial advice. Let us know why you’re excited about joining our team and how you can contribute to our customer-centric transformation.
Showcase Your Knowledge:Demonstrate your understanding of wealth structuring tools and financial markets in your application. We’re looking for someone who can navigate complex financial products, so don’t hold back on sharing your expertise!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Banco Santander SA
✨Know Your Stuff
Make sure you brush up on your investment knowledge and the financial products relevant to high-net-worth clients. Be prepared to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Relationship Skills
As a Wealth Advisor, building trust is key. Think of examples where you've successfully managed client relationships or resolved conflicts. Highlight your communication and influencing skills during the interview.
✨Understand Their Vision
Research Santander's mission and values, especially their focus on customer-centric transformation. Be ready to explain how your personal values align with theirs and how you can contribute to their goals.
✨Prepare for Scenario Questions
Expect questions that assess your risk management and decision-making skills. Prepare scenarios where you've had to navigate complex financial situations, demonstrating your proactive approach and ability to adapt.
