Corporate Wealth Advisor, Private Banking, Select Investments

Santander

Wealth Advisor providing financial advice to high-net-worth clients within Corporate and Commercial Banking. Focused on managing investment portfolios from Milton Keynes/Cambridge branches.

Posted 6/14/2026full-timeMilton Keynes • 🇬🇧 United KingdomMid-LevelSenior💰 £56,864 - £85,296 per yearWebsite

About the role

Key responsibilities & impact

Delivering an individual contribution plan and an exceptional client experience.
Achieving net portfolio growth in line with approved objectives.
Identifying, understanding, and helping corporate and commercial clients with their changing needs.
Providing regulated investment advice to help corporate and commercial 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.

Requirements

What you’ll need

A solid and recent track record of providing investment advice to your clients. (Required)
Comprehensive knowledge of wealth structuring tools, investment approaches and application of these to high-net-worth clients. (Preferred)
A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry. (Preferred)
Risk management and control experience gained within Private Banking, Corporate and Commercial and or Select Investments. (Preferred)
Investment knowledge and the required qualifications (QCF Level 4 minimum) is essential (Required)
Investment Market and Product knowledge. (Required)
Financial software navigation skills. (Required)
Regulatory and compliance knowledge, specifically consumer duty. (Required)
Relationship Management. (Required)
Communication and influencing skills. (Required)
Proactive and dynamic approach to change. (Required)

Benefits

Comp & perks

30 days’ holiday plus bank holidays, increasing to 31 days after 5 years service, with the option to purchase up to 5 contractual days per year
£6,000 car allowance per year
Company funded individual private medical insurance
Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover.
Share in Santander’s success by saving or investing in our share plans
As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services
Competitive rewards that reflect the real impact you make and the value you bring.
Wellbeing that goes beyond work — we work with a range of wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support.
Support for every life stage — from menopause and pregnancy to parenthood and beyond, with enhanced family leave, childcare options and tailored wellbeing support.
Time to give back through volunteering opportunities that let you make a difference in the communities we serve.
Global growth opportunities to shape your career, learn new skills and explore what’s possible across our international network.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment advicewealth structuring toolsfinancial markets knowledgebanking productsfinancial planningrisk managementinvestment knowledgefinancial software navigationregulatory complianceconsumer duty

Soft Skills

relationship managementcommunication skillsinfluencing skillsproactive approachdynamic approach to change

Certifications

QCF Level 4