Wealth Manager

Overview

Join us as a Wealth Manager

We’ll look to you to manage the investment needs of our private banking clients. In this influential role, you’ll be come a trusted adviser to investment clients as you develop and deliver their holistic wealth plans. With significant exposure, you’ll enjoy extensive networking as you liaise with multiple internal and external stakeholders where you’ll attract new clients across the region into the bank.

You’ll work from home some of the time, but you’ll also spend at least two days a week working in the office.

• Provide suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection.
• Manage the growth, profitability and business mix of an assigned portfolio.
• Undertake investment and pension reviews, engage specialists where appropriate, and ensure client experience guidelines are adhered to.
• Guide and motivate wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.
• Deliver profitable and sustainable business growth across a broad product range.
• Demonstrate outstanding client service, professionalism and risk management.
• Ensure the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients.
• Provide wealth management product advice and sales to clients in private wealth and private banking.
• Act as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship.

• An appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with a minimum of QCA level 4.
• Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
• An externally recognised qualification that will help deliver outstanding service to customers (progressing towards).
• 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 market and build strong relationships with internal and external centres of influence.

Hours:

35

Work model:
Hybrid