Wealth Manager, Financial Planning

NatWest Group; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Wealth Manager to enhance their financial planning team. In this dynamic role, you will leverage your relationship management and investment expertise to provide bespoke wealth management advice, helping clients achieve their financial goals. You'll be responsible for managing a diverse portfolio, conducting investment reviews, and identifying new business opportunities. This position offers a fantastic opportunity for growth in a fast-paced environment, where your skills in regulated investment advice and client stewardship will be highly valued. If you're ready to take your career to the next level, this is the role for you.

Qualifications

• QCF Level 4 qualification required; commitment to QCF Level 6 preferred.
• Experience in regulated investment advice and client management is essential.

Responsibilities

• Meet investment needs of private banking clients with tailored advice.
• Manage portfolio growth and deliver sustainable business growth.

Skills

Regulated Investment Advice

Client Profiling

Risk Analysis

Asset Allocation

Financial Markets Knowledge

Education

QCF Level 4 Qualification

QCF Level 6 Commitment

Job description

Join us as a Wealth Manager in Financial Planning

• 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
• If you have a QCF level 4 qualification, and ideally hold, or have a commitment to progress to a QCF level 6, then this is an excellent opportunity to grow your career in a fast paced environment

What you'll do

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:

• Experience in giving regulated investment advice, 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