Wealth Manager

Responsibilities

• Manage the investment needs of European and offshore private banking clients.
• Provide trusted advisory on wealth structuring, investments, offshore and onshore bonds, protection, and wealth management advice.
• Oversee the growth, profitability and business mix of an assigned portfolio.
• Conduct investment and pension reviews, engage specialists, and ensure client experience guidelines.
• Guide and motivate wealth managers on complex financial planning products and services.
• Deliver profitable and sustainable business growth across a broad product range.
• Demonstrate outstanding client service, professionalism and risk management.
• Ensure timely client reviews, updates of client profiles and wealth balance sheets.
• Provide wealth management product advice and sales to clients in private wealth and private banking.
• Act as a role model to private bankers through exemplary new business development, client management and stewardship.

Work from home some of the time, spending at least three days a week at the 440 Strand office.

Hold an appropriate qualification in accordance with the FCA Training and Competence handbook, covering advice activity of securities, derivatives and packaged products, and a minimum of QCA level 6.

Possess investment skills including detailed client profiling, risk analysis, and asset allocation.

Be working towards an externally recognised qualification to deliver outstanding service.

• Ability to articulate current views on macro‑economic environments and financial markets.
• Good relationship and interpersonal skills.
• Proven track record of meeting financial and service targets.
• Extensive experience in pensions and financial planning.
• Ability to act as a representative in the marketplace and build powerful relationships with internal and external centres of influence.