Wealth Manager - Coutts

Coutts; Royal Tunbridge Wells; On-site; GBP 70,000 - 100,000; Full time

Job summary

Coutts is seeking a Wealth Manager to oversee the banking, lending and investment needs of High Net Worth private banking clients in the Tunbridge Wells area. You will act as a trusted adviser, delivering holistic wealth plans and liaising with internal and external stakeholders to optimize client outcomes.

You will be based in the Tunbridge Wells office at least two days a week and attend client meetings across Kent as required, contributing to growth, profitability and client satisfaction.

Qualifications

• Wealth management and investment advisory capabilities for high net worth clients.
• Client profiling, risk analysis and asset allocation expertise.
• Demonstrated ability to meet financial and service targets.

Responsibilities

• Provide banking, lending and investment advisory services to HNW clients.
• Grow and manage profitability and business mix of assigned portfolio.
• Conduct investment and pension reviews and coordinate with specialists as needed.
• Lead and mentor wealth managers with complex planning products in meetings.

Skills

Investment advice

Client profiling

Risk analysis

Asset allocation

Relationship skills

Pensions planning

Meeting targets

Education

QCA level 4 Advice licence

Level 6 progression

Externally recognised wealth qualification

Job description

• We’ll look to you to manage the banking, lending and investment needs of our High Net Worth (HNW) private banking clients
• In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
• With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
• You'll work from our Tunbridge Wells office at least two days a week whilst also attending regular client meetings across Kent when required

Join us as a Wealth Manager

• We’ll look to you to manage the banking, lending and investment needs of our High Net Worth (HNW) private banking clients
• In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
• With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
• You'll work from our Tunbridge Wells office at least two days a week whilst also attending regular client meetings across Kent when required

What you'll do

As a Wealth Manager, you’ll be providing suitable banking and lending wealth management advice, including investments. And we’ll look to you to manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. And you’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll Also Be

• Delivering profitable and sustainable business growth across a broad product range
• Demonstrating outstanding client service, professionalism and risk management
• Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
• Providing wealth management product advice and sales to clients in private wealth and private banking
• Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

The skills you'll need

You’ll already hold a QCA level 4 Advice licence with a strong record of advising HNW clients. You'll have already started your journey to level 6 which is an expectation within 2 years. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll Also Demonstrate

• The ability to articulate current views on the macro-economic environments and financial markets
• Good relationship and interpersonal skills
• Proven track record of meeting financial and service targets
• Extensive experience in pensions and financial planning
• The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence