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Full-time
professional certificate
Posted 14d ago
Apply by Aug 13
~35 hrs/week
Responsibilities
Manage investment needs and develop holistic wealth plans for private banking clients. Drive sustainable business growth while providing advice on wealth structuring, investments, and protection.
Requirements
Requires QCA level 4 and FCA-compliant qualifications for securities, derivatives, and packaged products. Must have extensive experience in pensions, financial planning, and a proven track record of meeting financial targets.
Full job description
Join us as a Wealth Manager
We’ll look to you to manage the investment needs of our private banking clients
In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
You’ll work from home some of the time, but you’ll also spend at least 3 days a week working from the Chandlers Ford office or on client visits
What you'll do
As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. You'll also manage the growth, profitability and business mix of an assigned portfolio.
You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. You’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.
You’ll also be:
Delivering profitable and sustainable business growth across a broad product range
Demonstrating outstanding client service, professionalism and risk management
Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
Providing wealth management product advice and sales to clients in private wealth and private banking
Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship
The skills you'll need
To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.
You’ll also demonstrate:
The ability to articulate current views on the macro-economic environments and financial markets
Good relationship and interpersonal skills
Proven track record of meeting financial and service targets
Extensive experience in pensions and financial planning
The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence
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We’re now NatWest Group and will no longer be posting to this account.
Can you please unfollow this page and we'd love you to follow us at NatWest Group, where're you'll find out how we champion potential in our colleagues and communities, while showing you why it's a great place to work.