Investment Specialist | SAM UK | Glasgow Glasgow, Scotland
Job description
WHAT YOU WILL BE DOING
Join our community.
Reporting to the Head of Commercial, the Investment Specialist will be part of wider commercial team responsible for the creation and delivery of initiatives to drive net AUM growth and wider revenue objectives.
Key will be working with the Wealth Management and Investment teams within Santander UK bank, to support their knowledge, expertise and understanding on SAM UK solutions. This will involve engagement at all levels from Senior Management to Advisers, Retail branches and contact centres. SAM UK, serves the local market providing solutions to meet UK customers and institutions. Our primary partner is Santander UK Bank with over 14m active customers.
We are a customer first, commercially growth focused organization. Our strategy is built on four key pillars:
A best-in-class service model
World class product solutions (with strong Customer outcomes at the heart of what we do)
Commercially driven organisation
People focused, with a strong sense of purpose which attracts, develops and retains talent.
These are underpinned by a strong customer, risk and regulatory focus with ownership throughout the organisation.
The role will fundamentally involve: Acting as an ambassador for SAM UK; promoting the products and funds; coach and support advisers to improve their knowledge and confidence in SAM UK solutions; and influencing the commercial initiatives to deliver better customer outcomes leading to net AUM growth.
The role will involve working with other Investment Specialists within the team focusing on one part of the WM&I network within the SAN UK bank. It may also involve developing and supporting commercial initiatives in the IFA network and Institutional Sales outside of Santander UK Retail bank.
Job Purpose
As part of the Commercial team, create, influence, and deliver initiatives and SAM UK wide commercial strategies to drive net AUM growth and wider revenue objectives through a customer first approach.
Work closely in partnership with the Wealth Management and Investment (WM&I) team within Santander UK bank to be more effective through increasing their knowledge and confidence of SAM UK solutions supporting the advice they give to customers.
Establish strong personal relationships and credibility with key bank stakeholders at network and local levels from senior managers to advisers, branches and contact centres.
Devise and influence the initiatives at a local, regional, and national level such that it results in better customer and commercial outcomes.
Act as an Ambassador for SAM UK, representing our brand, expertise as an Asset Manager and in managing customer investments and reinforce our creditability.
Promote SAM UK funds and products and upskill advisers such that they are confident in talking to their customers about SAM UK’s proposition (why SAM, why SAM funds, fund methodology, differentiation, positioning etc).
Support managers and their advisers in the coaching and development of the softer skills required at different stages of the customer advice journey.
Support individual Advisers where required, including providing insight, knowledge, and analysis for specific individual client cases. To act as the market expert and build on SAM’s creditability as a local Asset Manager with the resource and solution pool of a Global Asset Manager.
What you’ll bring.
Significant experience in the investments and wealth management working as an adviser, manager, or other associated roles.
Deep understanding of the end-to-end regulated investment advice process, previous experience as a regulated adviser would be preferred.
Strong stakeholder management skills with the ability to build and develop relationships.
It would also be nice for you to have.
Strong working knowledge of Santander UK’s Wealth Management and Investment network or similar networks with other organisations.
Experience of the investment management industry, technical product development and regulation.
Relevant financial adviser qualification – Diploma for Financial Advisers (DiPFA); Diploma in Regulated Financial Planning; Investment Advice Diploma etc. IMC qualification
What else you need to know.
As well as a competitive salary, you’ll enjoy a generous benefits package .
Pension with generous contributions of up to 15% from SAMUK
30 days annual leave per year plus bank holidays.
Company funded private medical and dental insurance for you and your family.
This role is a permanent position and is home based.
What to do next.
If this sounds like a role you’re interested in, then please apply.
If there’s anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it’s a copy of our application form in another format or additional assistance, we’re available through telephone, email, or face to face. You can contact us at [email protected] or call 0870 414 9080.
