Wealth Manager

Royal Bank of Scotland; West of England; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Investment analysis

Client profiling

Risk analysis

Asset allocation

Macro-economic insights

Relationship management

Pricing discussions

Education

QCF Level 4

QCF Level 6 (preferred/progress)

FCA Training & Competence handbook

Job description

Join us as a Wealth Manager

Take on a new role, honing your relationship management and investment expertise

You'll be helping our clients to achieve their financial goals, providing them with bespoke wealth management advice

This is an opportunity to work in a fast paced and collaborative environment, where we'll encourage your professional development

You'll work from home some of the time, but you'll also spend at least two days a week working in the Bristol office

What you'll do

As a Wealth Manager, you'll be meeting the investment needs of our private banking clients, providing advice on wealth structuring, investments, offshore and onshore bonds and protection. You'll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.

We'll look to you act as a role model to private bankers, as you demonstrate exemplary new business development, client management and stewardship.

You'll also be:

• Undertaking investment and pension reviews, liaising with specialists where appropriate
• Identifying opportunities for referrals to the wider function and making sure that these are suited to the client's needs
• Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes
• Promoting the bank's image, reputation and credibility in defined priority markets, to strengthen and leverage the brand and build business opportunities

The skills you'll need

You'll need a QCF level 4 qualification, and you'll ideally hold, or have a commitment to progress to, a QCF level 6. You'll also possess an appropriate qualification in accordance with the FCA Training and Competence handbook.

What's really important is your ability to become a trusted and respected adviser and adhere to the culture and principles of treating customers fairly and delivering outstanding levels of service.

Additionally, you'll need:

• Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation
• Knowledge of current views on macro-economic environments and financial markets and the ability to articulate them
• The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence
• Proven competence in discussing advice pricing

Hours

35

Job Posting Closing Date

16/11/2026

Ways of Working

Hybrid