Wealth Manager

Coutts; West of England; Hybrid; GBP 60,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangement

Office in Bristol (2+ days)

Job summary

Coutts is seeking a Wealth Manager to advise private banking clients on wealth structuring, investments, offshore/onshore bonds, and protection. You will grow your portfolio, monitor profitability, and deliver sustainable business across a broad product range.

The role emphasizes client management, new business development, and maintaining high service standards in a fast-paced, collaborative environment.

Qualifications

• Experience in private banking wealth management and advisory roles.
• Ability to structure wealth solutions and manage client portfolios.
• Strong understanding of market trends and asset classes.

Responsibilities

• Meet the investment needs of private banking clients with bespoke advice.
• Grow and manage portfolio profitability and business mix.
• Develop new business opportunities and referrals within defined markets.
• Provide ongoing reviews and estate/income planning discussions.

Skills

Relationship management

Investment expertise

Client profiling

Asset allocation

Market awareness

New business development

Education

QCF Level 4 qualification

Progression to QCF Level 6

FCA Training & Competence knowledge

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