Corporate & Commercial Wealth Advisor – Private Banking (London)

About the role

As a Corporate & Commercial Wealth Advisor you will join Santander's Private Banking & Select Investments team in London, working from the Triton Square Branch. You will act as a trusted advisor to high‑net‑worth corporate and commercial clients, helping them manage and grow their wealth.

Key responsibilities

• Proactively manage a portfolio of high‑net‑worth corporate and commercial clients.
• Provide regulated investment advice across a broad range of financial products.
• Develop and retain client relationships, aiming to increase portfolio value and net growth.
• Maintain accurate, compliant records in line with internal standards and regulatory requirements.
• Identify evolving client needs and tailor solutions to meet their financial objectives.

Required profile

• Strong understanding of corporate and commercial banking needs.
• Ability to deliver an exceptional client experience and meet growth targets.
• Commitment to proactive risk management and regulatory compliance.

Required skills

• Knowledge of regulated investment advice and financial products.
• Understanding of wider financial affairs relevant to corporate and commercial clients.