Wealth Manager: Investments, Planning & Growth
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-09-01
Listing for:
HI HUB
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Coutts in the UK is seeking a Wealth Manager to provide tailored advice on wealth structuring, investments, offshore and onshore bonds, and protection. You’ll manage growth, profitability and the business mix of an assigned portfolio and conduct investment and pension reviews with specialists as needed.
You’ll ensure adherence to client experience guidelines and guide other wealth managers on complex financial planning products, contributing innovative ideas during team meetings.
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