Wealth Manager - Remote/Hybrid Private Banking Advisory

NatWest Group; England; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading banking institution in the United Kingdom is seeking a skilled Wealth Manager to provide tailored investment advice and manage the financial needs of private banking clients. In this influential role, you will develop holistic wealth plans while building strong relationships with both clients and internal stakeholders. The ideal candidate will hold a QCA level 4 qualification, possess robust investment skills, and be committed to exceptional client service, allowing for career progression within a dynamic environment.

Qualifications

• Hold an appropriate qualification in accordance with the FCA Training and Competence handbook.
• Expertise in detailed client profiling, risk analysis and asset allocation.
• Actively working towards an externally recognised qualification.

Responsibilities

• Manage the investment needs of private banking clients.
• Provide suitable wealth management advice on diverse products.
• Deliver profitable business growth across a range of products.
• Ensure timely completion of client reviews and updates.

Skills

Investment skills

Client profiling

Risk analysis

Asset allocation

Relationship building

Education

QCA level 4

Job description

A leading banking institution in the United Kingdom is seeking a skilled Wealth Manager to provide tailored investment advice and manage the financial needs of private banking clients. In this influential role, you will develop holistic wealth plans while building strong relationships with both clients and internal stakeholders. The ideal candidate will hold a QCA level 4 qualification, possess robust investment skills, and be committed to exceptional client service, allowing for career progression within a dynamic environment.