Wealth Manager - Entrepreneurs

NatWest Group; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Rejoignez NatWest Group en tant que Wealth Manager - Entrepreneurs, où vous serez responsable de la gestion des investissements de clients privés tout en influençant la stratégie de croissance de leurs portefeuilles. Dans ce rôle hybride, vous conseillerez sur divers produits financiers, travaillerez en étroite collaboration avec différentes parties prenantes, tout en assurant un service client exceptionnel.

Qualifications

• Expertise en profilage client et allocation d'actifs.
• Expérience avérée dans l'atteinte d'objectifs financiers.
• Capacité à établir des relations solides avec des avocats, comptables et finance d'entreprise.

Responsibilities

• Gérer les besoins d'investissement des clients privés.
• Fournir des conseils sur la structuration du patrimoine, les investissements et les produits de protection.
• Promouvoir la croissance durable et rentable des activités.

Skills

Investment Skills

Risk Analysis

Client Relationship Management

Interpersonal Skills

Education

Qualification in FCA Training and Competence Handbook

QCA Level 6

Job description

Join us as a Wealth Manager - Entrepreneurs

• We’ll look to you to manage the investment needs of our 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 home some of the time, but you'll also spend at least three days a week working in the office

What you'll do

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. 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

To succeed in this role, you’ll need strong investment skills, including expertise in detailed client profiling, risk analysis and asset allocation. You’ll also need the ability to articulate current views on the macroeconomic environments and financial markets.

You’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA Level 6.

You’ll also demonstrate:

• Good relationship and interpersonal skills
• Proven track record of meeting financial and service targets and outperforming in your current role
• The ability to act as a representative in the market-place, have strong existing relationships with external firms dealing with Entrepreneurs such as lawyer, accountants and corporate finance and have the ability to build new relationships
• Excellent client relationship management and acquisition skills

Hours

35

Job Posting Closing Date:

01/07/2025 Ways of Working:Hybrid