Private Wealth Manager — Hybrid / Remote Options

Royal Bank of Scotland; West of England; Ibrido; GBP 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Royal Bank of Scotland is seeking a Wealth Manager in the United Kingdom to advise private banking clients on wealth structuring, investments, bonds and protection. You will manage growth and profitability across your portfolio in a fast-paced, collaborative environment.

You’ll act as a role model for client management, pursue new business opportunities, and deliver exceptional service while working partly from home and at least two days a week in the Bristol office.

Competenze

• QCF level 4 qualification; progress to level 6 preferred.
• Qualification in line with FCA Training & Competence handbook.
• Commitment to delivering outstanding customer service.

Mansioni

• Meet the investment needs of private banking clients.
• Provide advice on wealth structuring, investments, offshore/onshore bonds and protection.
• Manage portfolio growth, profitability and business mix.
• Develop referrals and build relationships with internal/external centers of influence.
• Conduct investment and pension reviews and liaise with specialists.

Conoscenze

Investment analysis

Client profiling

Risk analysis

Asset allocation

Macro-economic insights

Relationship management

Pricing discussions

Formazione

QCF Level 4

QCF Level 6 (preferred/progress)

FCA Training & Competence handbook

Descrizione del lavoro

Royal Bank of Scotland is seeking a Wealth Manager in the United Kingdom to advise private banking clients on wealth structuring, investments, bonds and protection. You will manage growth and profitability across your portfolio in a fast-paced, collaborative environment.

You’ll act as a role model for client management, pursue new business opportunities, and deliver exceptional service while working partly from home and at least two days a week in the Bristol office.