Great individuals join Partners Wealth Management and thrive. It’s the relationship manager who is primarily chargeable for meeting the shopper’s needs and wishes, and who most often meets straight with the shopper, although investment professionals are continuously included in regular, scheduled meetings with clients.
I joined Santander in January 2009 to assist build a brand new Company & Commercial Banking business following the acquisition of Alliance & Leicester and with a clear focus upon customers and their needs, supported by a dedicated and inventive crew we’ve got been able to build a top quality business.
Having advanced from a personal financial institution to turn into what is actually a unique specialist bank devoted to the middleman market, we’re now focused more than ever on building a financial institution that’s designed to satisfy the wants of monetary advisers and their clients.
They proactively and personally take full duty for managing all of the Advisers of their Area concerning recommendation, day to day operation, service and risk in a way that delivers efficient business operations and contributes positively to the industrial targets of Santander.