Wealth Manager

Our client is a leading British bank. Join us as a Wealth Manager and take on a role where your experience truly makes a difference in clients' lives. As a trusted advisor, you will guide clients once their long-term goals and financial plan have been established, stepping in to implement and manage the strategies that help turn those needs into reality.

You will actively oversee their investment approach, provide thoughtful and ongoing financial advice, make necessary portfolio adjustments, and coordinate with specialists to ensure every aspect of their financial life is aligned and well-managed. This role is part of our Wealth Management Business, a growing area for the bank. We're expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK.

As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client's needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey. In this role, you will build deep, meaningful relationships with clients—listening carefully, understanding what matters most to them, and offering bespoke solutions that support their financial and lifestyle goals.

Whether they are preparing for retirement, investing for the future, or navigating day-to-day banking needs, you will be the steady, knowledgeable partner they rely on for clarity and confidence. As part of a collaborative and forward-thinking team at our client, you will work in an environment that values integrity, innovation, and doing what is right for the client. This is your opportunity to make a genuine impact—not just on portfolios, but on people's lives—by helping them grow, protect, and plan for the future with assurance and care.

To be successful as a Wealth Manager, you should have experience with:
Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship-management skills; experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous Gaining a thorough understanding of clients' goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions Some other highly valued skills may include:

Experience of providing Regulated Advice within the UK to High Net worth clients,

Experience of building a client base using internal and external networks, Be effective in gaining an in-depth understanding of client's needs and advising on a diverse range of wealth management solutions, Knowledge of delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role can be based in Birmingham or Manchester This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients.

It's the bridge between the bank's offerings and clients' needs, ensuring mutual…