Job Description

Private Banker | S3| Wealth | Cambridge

Country: United Kingdom

WHAT YOU WILL BE DOING

Join our community

Our clients value our advice. They value our support and trust our expertise. They have big plans for their money. And that\xe2\x80\x99s where you come in as their trusted advisor.

You\xe2\x80\x99ll 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\xe2\x80\x99ll be maintaining and developing your portfolio, maximising retention of existing clients and their holdings. By developing these into primary banking relationships, you\xe2\x80\x99ll effectively grow the value of the portfolio.

The difference you\xe2\x80\x99ll make

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.

What you\xe2\x80\x99ll bring

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.

It would also be nice for you to have

Comprehensive knowledge of wealth structuring tools, investment approaches and application of these to 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.

Risk management and control experience gained within Private Banking.

What else you need to know

We want our people to thrive at work and home, and we recognise that many people benefit from flexible arrangements. We aim to offer different ways of working to ensure the best experience for you and for our customers. To support this, we offer site-based contracts with a hybrid working pattern and we\xe2\x80\x99re happy to discuss specific requirements throughout the recruitment process.

This role is based in Cambridge and, although you will have full control of your diary, you will be expected to engage with customers and colleagues on-site in your working week, with the flexibility to adapt to your customers\xe2\x80\x99 preferences.

Everyday Inclusion

At Santander we\xe2\x80\x99re creating a thriving workplace where all colleagues feel they belong and are supported to succeed. We all help to make Santander a workplace that celebrates diversity and attracts, retains and develops the most talented and committed people through living our values of Simple, Personal, and Fair.

How we\xe2\x80\x99ll reward you.

As well as a competitive salary, you\xe2\x80\x99ll enjoy a benefits package that you can tailor to your needs.

Eligible for a discretionary performance-related annual bonus

We put 8% of salary into your pension, even if you don\xe2\x80\x99t contribute yourself. We\xe2\x80\x99ll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer.

30 days\xe2\x80\x99 holiday plus bank holidays, which increases to 31 days after 5yrs service, with the option to purchase up to 5 contractual days per year.

\xc2\xa36,000 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

Benefits supporting you and your family, such as death-in-service benefit, income protection, and voluntary life assurance and critical illness cover.

Share in Santander\xe2\x80\x99s success by investing in our share plans.

What to do next.

If this sounds like a role you\xe2\x80\x99re interested in, then please apply.

If there\xe2\x80\x99s anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it\xe2\x80\x99s a copy of our application form in another format or additional assistance, we\xe2\x80\x99re available through telephone, email, or face to face. You can contact us at or call 0870 414 9080.

Santander