Private Banker, Santander

• 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.

Desirable

• 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
• 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