Senior Wealth Advisor for HNW Private Banking

NatWest Group; Tunbridge Wells; In loco; GBP 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

NatWest Group is seeking a Wealth Manager in Tunbridge Wells to lead banking, lending and investment advice for high net worth private clients. You will manage growth, profitability and the business mix of an assigned portfolio, including investment and pension reviews.

You’ll guide wealth managers on complex planning products, maintain client experience guidelines and build strong, influential relationships with internal and external centers of influence.

Competenze

• QCA Level 4 Advice Licence required with strong track record advising HNW clients.
• Progression toward Level 6 within two years expected.
• Investment skills with detailed client profiling, risk analysis and asset allocation.

Mansioni

• Provide banking, lending and investment advice to HNW private banking clients.
• Grow, profitably manage and balance the assigned portfolio.
• Conduct investment and pension reviews; engage specialists as needed.
• Guide wealth managers on complex financial planning products and services.
• Deliver outstanding client service and maintain wealth balance sheets.

Conoscenze

Relationship management

Investment knowledge

Pensions expertise

Client profiling

Risk analysis

Formazione

QCA Level 4 Licence

Level 6 qualification target

Descrizione del lavoro

NatWest Group is seeking a Wealth Manager in Tunbridge Wells to lead banking, lending and investment advice for high net worth private clients. You will manage growth, profitability and the business mix of an assigned portfolio, including investment and pension reviews.

You’ll guide wealth managers on complex planning products, maintain client experience guidelines and build strong, influential relationships with internal and external centers of influence.