Private Banking Investment Adviser

Hybrid
Mid-level
🇬🇧 United Kingdom
Finance
 

Private Banking Investment Adviser | Wealth Management | S3Country: United Kingdom

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Our Private Banking Investment Adviser role provides clients with local, expert investment advice from our award-winning global proposition.

You'll be responsible for providing proactive investment advice and support to your clients. Maximising the retention and development of your client book into primary banking relationships to effectively grow the portfolio's value.

We would like to speak with ambitious Bankers or Advisers who have a proven background in managing high-net-worth client relationships.

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.

The difference you’ll 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
  • Demonstrating deep understanding of wider financial affairs and...
 

 

Santander Bank

Santander Bank

Santander is a leading financial institution offering a wide range of banking services.

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