Wealth Manager

HBL Bank UK; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services company in Greater London is seeking an experienced Wealth Manager. You will help clients manage their investments and grow their wealth while ensuring compliance with regulations. Applicants should have a degree in finance or a related field and relevant certifications. Strong interpersonal skills and experience in the investment sector are essential for this role. Competitive compensation package offered.

Qualifications

• Relevant experience in the investment sector with deep understanding of investment markets.
• Strong interpersonal and communication skills for building client relationships.
• Good level of numeracy and IT skills including trading systems knowledge.

Responsibilities

• Build and maintain strong relationships with clients to understand their financial goals.
• Maintain high level of knowledge of global markets and trends in the investment world.
• Assess, prepare, and present credit applications when required.
• Review clients' portfolios regularly to ensure they are on track.

Skills

Experience in investment sector

Analytical skills

Interpersonal skills

Networking ability

Negotiation skills

Collaboration skills

Numeracy and IT skills

Discretion and confidentiality

Education

Bachelor's degree in finance, business, economics or related field

MBA or CFA

Relevant certifications (CISI, CFA)

Job description

Overview

About the Role

As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.

Responsibilities

• Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
• Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
• Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
• Assess, prepare, and present credit applications whenever required.
• Successfully onboard new clients while maintaining and deepening relationships with existing clients.
• Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
• Maintain accurate and up-to-date records of client interactions and transactions.
• Review clients’ portfolios, regularly, to ensure they are on track.
• Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients\' financial goals while adhering to Consumer Duty principles.
• Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
• Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.

Qualifications

• A bachelor\'s degree in finance, business, economics, or a related field is often required.
• Advanced degrees (e.g., MBA or CFA).
• Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).

Required Skills

• Relevant experience in the investment sector with deep understanding of investment markets.
• The ability to analyse financial data, market trends, and investment options.
• Strong interpersonal and communication skills are essential for building and maintaining client relationships.
• Ability to network and establish relationships with clients / customer service skills.
• Negotiation and influencing skills.
• Collaboration / ability to work in a team.
• A good level of numeracy and IT skills including knowledge of trading systems.
• Discretion, client confidentiality, ethical and professional approach to work.

Equal Opportunity Statement

• We are committed to diversity and inclusivity.

Employment details

• Location: Greater London, England, United Kingdom