Hybrid Wealth Manager — Remote + Bristol Office

NatWest Group; West of England; Ibrido; GBP 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

NatWest Group is seeking a Wealth Manager to deliver bespoke wealth management advice to private banking clients, covering investments, wealth structuring, offshore/onshore bonds and protection.

You will grow the portfolio’s profitability, manage risk and build strong relationships with clients while actively seeking referrals and staying abreast of market developments in a fast-paced, collaborative environment.

Competenze

• QCF level 4 qualification required; progression to level 6 encouraged.
• Qualified in line with the FCA Training and Competence handbook.
• Ability to act as trusted adviser and uphold treating customers fairly.
• Strong investment knowledge and client profiling skills.

Mansioni

• Meet investment needs of private banking clients and advise on wealth structuring and investments.
• Grow portfolio profitability and deliver sustainable business growth.
• Act as a role model for private bankers and develop new business.
• Undertake investment and pension reviews; refer opportunities to wider function.
• Stay informed on markets and macroeconomic developments.

Conoscenze

Investment skills

Client profiling

Risk analysis

Asset allocation

Macro outlook

Relationships

Pricing discussions

Formazione

QCF level 4 qualification

QCF level 6 qualification

FCA Training & Competence

Descrizione del lavoro

NatWest Group is seeking a Wealth Manager to deliver bespoke wealth management advice to private banking clients, covering investments, wealth structuring, offshore/onshore bonds and protection.

You will grow the portfolio’s profitability, manage risk and build strong relationships with clients while actively seeking referrals and staying abreast of market developments in a fast-paced, collaborative environment.