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Private Banker - Lake District

Making banking easier for all of our customers

Private Bankers (PB's) own portfolios of high net worth clients and are responsible for maintaining excellence in service delivery, deepening relationships with these clients and helping to meet their financial needs. In doing so PB's will deliver commercial value and portfolio growth for Santander.

PB's proactively manage a portfolio of 50-200 Private Banking high net worth clients, providing support and investment advice on a broad range of financial matters. PB's will develop deep relationships with clients to enable them to be able to support client's Wealth Structuring needs, utilizing specialists both internal and external where appropriate.

As a figurehead for Private Banking in their given region, PB's will be responsible for promoting the business both internally and externally. Internal engagement will be through Retail and SCCB channels. Externally they will maintain relationships with key professionals in their region for mutual benefit. Through this business development work PB's are expected to secure new to bank clients to build their portfolios in line with the growth strategies for their region.

Operating on a regional basis and mobile to suit their client's needs, PB's will exceed client's expectations through quality and timeliness of service and providing an excellent client experience.

As a Private Banker your main responsibilities will be

* Achieving net portfolio growth, in a balanced fashion and in line with approved commercial agenda
* Ensuring suitably focused activity to deliver individual commercial plan and an exceptional client experience
* Identifying, understanding and helping clients by competently and effectively dealing with their changing needs
* Engaging effectively with sophisticated, complex, high net worth clients and showing a deep understanding of wider financial affairs and financial products held beyond Santander to ensure dialogue with client is comprehensive and client focused
* Maintaining up to date and compliant records to ensure relevant internal standards and external regulatory requirements are observed - including all Quality Assurance and Manager file checks, observed interviews etc.

Minimum skills and experience required

* RDR level 4 qualification. (CISI or CII) and currently providing financial advice (If not already obtained, to be prepared to study towards RDR level 6 Chartered status for advice)
* Investment knowledge, investment advice authorised, risk management & control experience is essential
* Comprehensive knowledge of Wealth structuring tools, investment approaches and application of these with 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

Rewarding you

Salary competitive

For your commitment and success, Santander offers a competitive basic salary with a distinct career development opportunity. In addition to your salary and bonus, we offer you a benefits package that's flexible and allows you to be in control, as well as all the policies, tools and guidance to support you.

Other Santander benefits include:

* Pension with generous contributions from Santander
* 30 days' holiday plus bank holidays, with the option to purchase up to 5 contractual days per year
* £6,000 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
* 24/7 access to an online employee discount platform. Save money on everything from groceries, electronics, fashion, holidays and much more
* Benefits supporting you and your family, such as Childcare vouchers, voluntary Life assurance and Critical illness
* Access to an All Employee car scheme
* Excellent employee recognition schemes, be recognised for demonstrating great behaviours
* Share in Santander's success by investing in our Sharesave and Partnership shares plans
* Support your favourite causes through charitable giving and our community partnerships


Lake District

Why Santander?

We'll give you more than a job, we'll give you a purpose - to help people and businesses prosper.

We've created an environment where we always put people first, that's why we offer flexible work options to help you do your job in a way that suits you.

Time to apply

If this sounds like a role you're interested in then please apply on the link below.

Equal Opportunities Statement

Santander are an equal opportunities employer who are simple, personal and fair in everything we do. For more information on our commitment to equal opportunities, please visit our diversity page here.

Start date: ASAP

Skills: Wealth Management, Investment management, Mortgages, Retail Banking, Relationship Management

Salary: Benefits

Apply Now

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