Wealth Manager role for managing investment needs and delivering holistic wealth plans for private banking clients. Requires collaboration and client interaction with a focus on sustainable growth and risk management.
Responsibilities
Manage the investment needs of private banking clients.
Develop and deliver holistic wealth plans.
Undertake investment and pension reviews, engaging specialists where appropriate.
Provide guidance and motivation to wealth managers on complex financial planning products.
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.
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 6.
Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
Experience of advising professional clients.
Ability to articulate current views on the 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 place and build powerful relationships with internal and external centres of influence.
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