Manager overseeing assessment and improvement of Welfare and Self - Reliance products and services. Ensures impactful delivery of humanitarian efforts worldwide with an emphasis on strategic evaluation and reporting.
About the role
- Wealth Manager providing wealth management advice for private banking clients. Managing investments, profitability, and business growth while ensuring compliance and delivering exceptional client service.
Responsibilities
- Manage the investment needs of private banking clients
- 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, engaging specialists
- Provide guidance and motivation to 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
Requirements
- Appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products
- Minimum of QCA level 4
- Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation
- Extensive experience in pensions and financial planning
- Proven track record of meeting financial and service targets
- Ability to articulate current views on the macro-economic environments and financial markets
- Good relationship and interpersonal skills
Benefits
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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