About the role

  • 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.

Benefits

  • Hybrid work arrangement.

Job title

Wealth Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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