Wealth Manager - Private Banking Advisory (Remote)

NatWest Group; Chandler's Ford; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A prominent banking institution in Chandler's Ford is seeking a Wealth Manager to manage investment needs for private banking clients. The successful candidate will act as a trusted advisor by developing holistic wealth plans. Responsibilities include demonstrating investment skills, ensuring outstanding service, and balancing office time with client visits. This position requires appropriate FCA qualifications and experience in risk analysis and client profiling.

Qualifications

• Appropriate FCA qualification required.
• Experience in risk analysis and client profiling necessary.

Responsibilities

• Demonstrate strong investment skills and manage a portfolio.
• Ensure outstanding client service as a trusted advisor.
• Balance office time with remote work or client visits.

Skills

Investment skills

Client service

Risk analysis

Client profiling

Education

FCA qualification

Job description

A prominent banking institution in Chandler's Ford is seeking a Wealth Manager to manage investment needs for private banking clients. The successful candidate will act as a trusted advisor by developing holistic wealth plans. Responsibilities include demonstrating investment skills, ensuring outstanding service, and balancing office time with client visits. This position requires appropriate FCA qualifications and experience in risk analysis and client profiling.