Peace of mind of having the best ally

Each customer has their own Private Banker. An expert in financial markets and products, who receives ongoing financial and tax training and has the 'European Financial Advisor' certification which certifies that they have the financial skills and knowledge required by the 'European Financial Planning Association'.

Benefits of having a Private Banker

A Private Banker offers you the security of being your best ally. An expert who will dedicate the necessary time to define your investor profile based on your knowledge, experience, wealth and investment goals.

With this way of working as a guide and supported by exclusive technical and human resources, having a banker will allow you to:

  • Determine your investment profile and set the goals you want to achieve.
  • Have expert criteria to combine the selected products according to your investment objectives, being able to access simulations depending on the level of risk and liquidity.
  • Have solutions for all your needs: from applying for a mortgage to your tax planning.

To help you in your decision-making, your Private Banker may generate a document with the simulation of the investment you may wish to follow so that you can analyse the change in your portfolio with respect to the starting situation.

How to arrange the service.

By accessing the Private Banking service, you will immediately have your own private banker or dedicated agent. For more information visit a Santander Private Banking branch (PDF 34.5 KB) nearest.

More information

If you want to know more, contact us on

915 123 123


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