Hybrid Private Wealth Advisor (HNW) & Investment Planner

Royal Bank of Scotland; Tunbridge Wells; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

Royal Bank of Scotland seeks a Wealth Manager in Tunbridge Wells to oversee banking, lending and investment needs for high net worth private banking clients. You will advise on holistic wealth plans and work across Kent, meeting clients and liaising with internal and external stakeholders.

You will deliver wealth management product advice, reviews and develop strategies, guiding wealth managers on complex planning.

Qualifications

• Holder of a QCA Level 4 Advice licence with a strong track record advising high‑net‑worth clients.
• Progression to Level 6 within 2 years is expected.
• Experience in pensions, financial planning and wealth management.
• Strong client profiling, risk analysis and asset allocation skills.
• Excellent relationship-building and market knowledge.

Responsibilities

• Provide suitable banking, lending and wealth management advice to grow, profit and diversify an assigned portfolio.
• Conduct investment and pension reviews and coordinate with specialists as needed.
• Guide and motivate wealth managers on complex financial planning products in team settings.
• Deliver wealth management product advice and sales to private wealth clients.
• Act as a role model in new business development, client management and stewardship.

Skills

Investment skills

Risk analysis

Asset allocation

Client profiling

Relationship building

Regulatory license

Education

QCA Level 4 Advice licence

Level 6 progression plan

Job description

Royal Bank of Scotland seeks a Wealth Manager in Tunbridge Wells to oversee banking, lending and investment needs for high net worth private banking clients. You will advise on holistic wealth plans and work across Kent, meeting clients and liaising with internal and external stakeholders.

You will deliver wealth management product advice, reviews and develop strategies, guiding wealth managers on complex planning.