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

Wealth Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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