Wealth Manager

NatWest Group; West of England; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

NatWest Group is seeking a Wealth Manager to deliver bespoke wealth management advice to private banking clients, covering investments, wealth structuring, offshore/onshore bonds and protection.

You will grow the portfolio’s profitability, manage risk and build strong relationships with clients while actively seeking referrals and staying abreast of market developments in a fast-paced, collaborative environment.

Qualifications

• QCF level 4 qualification required; progression to level 6 encouraged.
• Qualified in line with the FCA Training and Competence handbook.
• Ability to act as trusted adviser and uphold treating customers fairly.
• Strong investment knowledge and client profiling skills.

Responsibilities

• Meet investment needs of private banking clients and advise on wealth structuring and investments.
• Grow portfolio profitability and deliver sustainable business growth.
• Act as a role model for private bankers and develop new business.
• Undertake investment and pension reviews; refer opportunities to wider function.
• Stay informed on markets and macroeconomic developments.

Skills

Investment skills

Client profiling

Risk analysis

Asset allocation

Macro outlook

Relationships

Pricing discussions

Education

QCF level 4 qualification

QCF level 6 qualification

FCA Training & Competence

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