At a Glance
- Tasks: Manage high-net-worth client portfolios and provide tailored investment advice.
- Company: Join Santander, a tech-driven leader in banking with a focus on innovation.
- Benefits: Competitive salary, 30 days holiday, private medical insurance, and wellness support.
- Other info: Hybrid working model with opportunities for global career growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Investment knowledge and strong relationship management skills 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 Private Banking & Select Investment teams are structured to provide regulated advice on financial services and investment products tailored to meet long-term investment needs of the clients within the segment.
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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 bank holidays, which increases to 31 days after 5 years 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. Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover.
Share in Santander’s success by saving or investing in our share plans. As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services.
Competitive rewards that reflect the real impact you make and the value you bring.
Wellbeing that goes beyond work — we work with a range of wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support.
Support for every life stage — from menopause and pregnancy to parenthood and beyond, with enhanced family leave, childcare options and tailored wellbeing support.
Time to give back through volunteering opportunities that let you make a difference in the communities we serve.
Global growth opportunities to shape your career, learn new skills and explore what’s possible across our international network.
Ready to be recognised? It starts with you.
LOCAL COMPLIANCE
At Santander, we’re proud to be an inclusive organisation that provides equal opportunities for everyone — regardless of age, gender, disability, civil status, race, religion or sexual orientation. We’re committed to creating a recruitment experience that’s accessible, fair and welcoming for all candidates. We want our people to thrive — at work and at home — while delivering the best outcomes for our customers and supporting each other to grow.
To make this possible, our roles are site-based with a hybrid working pattern, where colleagues are expected to attend the office at least 12 days per month (pro-rata for part-time roles). When applying, please consider the travel distance, time and cost to your chosen office location(s).
Right to work in the UK: All candidates must have the right to work in the UK to commence employment with Santander.
WHAT TO DO NEXT
If this sounds like a role you are interested in, then please apply. If there’s anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it’s a copy of our application form in another format or additional assistance, we’re available through email. You can contact us at resourcing@santander.co.uk.
Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments| Milton Keyne[...] in Milton Keynes employer: Dormont Manufacturing Co
At Santander, we pride ourselves on being an exceptional employer that values innovation, collaboration, and personal growth. Our Milton Keynes location offers a dynamic work environment where you can thrive as a Corporate & Commercial Wealth Advisor, supported by comprehensive benefits including competitive salary packages, generous holiday allowances, and extensive wellbeing resources. Join us to make a meaningful impact while enjoying opportunities for professional development within a forward-thinking, inclusive culture.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments| Milton Keyne[...] in Milton Keynes
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We think you need these skills to ace Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments| Milton Keyne[...] in Milton Keynes
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