Wealth Manager

JR United Kingdom; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Wealth Manager to help clients manage their financial assets and investments. In this role, you will build strong relationships with clients, develop personalized financial plans, and ensure compliance with regulations. Your expertise in financial analysis and market trends will be crucial in providing informed recommendations. This position offers an exciting opportunity to work in a dynamic environment where your contributions will directly impact clients' financial success. If you are passionate about finance and client service, this role is perfect for you.

Qualifications

• Bachelor’s degree in finance or related field; advanced degrees are a plus.
• Experience in the investment sector with strong market understanding.

Responsibilities

• Build and maintain strong relationships with clients to understand their needs.
• Develop personalized financial plans and achieve revenue targets.

Skills

Financial Analysis

Client Relationship Management

Investment Knowledge

Interpersonal Skills

Communication Skills

Negotiation Skills

Teamwork

IT Proficiency

Education

Bachelor’s degree in Finance

MBA

CFA Certification

Tools

Bloomberg

Trading Systems

Job description

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Position: Wealth Manager

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.

Key Accountabilities

1. Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
2. Develop personalised financial plans that align with clients' objectives, taking into account their risk tolerance, time horizon, and financial aspirations.
3. Achieve revenue and asset targets as assigned, including cross-selling banking products.
4. Maintain high knowledge of global markets, assets, and investment trends.
5. Assess, prepare, and present credit applications when required.
6. Onboard new clients effectively while deepening relationships with existing clients.
7. Execute trade orders via bank’s dealing systems, Bloomberg, and brokers.
8. Ensure compliance with bank policies, FCA, anti-money laundering regulations, CASS, Consumer Duty, and MiFID II.
9. Maintain accurate records of client interactions and transactions.
10. Regularly review client portfolios and recommend adjustments as needed.
11. Adopt a client-centric approach, building trust and integrity.
12. Ensure transparent communication regarding costs and services.
13. Stay updated on industry regulations and uphold ethical standards.

Qualifications & Experience

• Bachelor’s degree in finance, business, economics, or related; advanced degrees like MBA or CFA are advantageous.
• Certifications such as CISI or CFA.
• Experience in the investment sector with a strong understanding of markets.
• Ability to analyze financial data and market trends for informed recommendations.
• Excellent interpersonal and communication skills.
• Ability to simplify complex investment concepts for clients.
• Strong networking, negotiation, and influencing skills.
• Teamwork and collaboration skills.
• Proficiency in trading systems and IT skills.
• Discretion, confidentiality, and professionalism.

Regulatory and Ethical Standards

This role is certified under the Senior Managers & Certification Regime (SMCR). The incumbent will undergo annual assessments for fitness and propriety.

The incumbent is subject to the FCA’s Individual Conduct Rules outlined in COCON Section 2.

HBL UK Values

The incumbent must embody and adhere to HBL UK Values, Commitments & Behaviors:

• Integrity – Be Ethical & Fair
• Customer Centric – Deliver Great Experiences