Corporate & Commercial Wealth Advisor – Private Banking (Milton Keynes/Cambridge)

About the role

As a Corporate & Commercial Wealth Advisor you will join Santander's Private Banking & Select Investments team, supporting high‑net‑worth corporate and commercial clients across Milton Keynes and Cambridge. You will act as a trusted advisor, helping clients manage and grow their wealth through tailored investment solutions.

Key responsibilities

• Proactively manage a portfolio of high‑net‑worth corporate and commercial clients.
• Deliver regulated investment advice aligned with clients' long‑term objectives.
• Drive net portfolio growth while maintaining strong client retention.
• Develop primary banking relationships to increase overall portfolio value.
• Maintain accurate, compliant records in line with internal standards and regulatory requirements.

Required profile

• Strong understanding of corporate and commercial financial needs.
• Ability to provide high‑quality, client‑focused advice.
• Commitment to proactive risk management and regulatory compliance.
• Excellent communication and relationship‑building skills.

Required skills

• Regulated investment advisory experience.
• Knowledge of wealth management products and services.
• Understanding of financial markets and investment strategies.

What we offer

• Opportunity to work within a technology‑driven, customer‑centric organisation.
• Access to innovative tools and collaborative work environment.
• Career development and growth prospects in a global bank.