Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments

Position: Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments |
## Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments | London Apply locations:
Canterbury:
London time type:
Full time posted on:
Posted Todayjob requisition :
Req
1555526

Corporate & Commercial Wealth Advisor | S3 | Private Banking & Select Investments | London 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 robust risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
** Retail & Commercial Banking I Digital & Assisted Channels;
** is a global business integrating all our retail and commercial banking activities to better serve our customers, improve efficiency and drive value creation.

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 Triton Square Branch.
** 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.

We’re
** shaping the way we work
** through innovation, cutting-edge technology, collaboration and the freedom to explore new ideas. 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 greater 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…