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 developing and delivering holistic wealth plans for private banking clients and managing their investment needs. Engaging with specialists and reviewing investments and pensions.
Responsibilities
- Manage investment needs of private banking clients
- Develop and deliver holistic wealth plans
- Undertake investment and pension reviews
- Provide wealth management product advice
- Engage with specialists where appropriate
- Ensure client experience guidelines are adhered to
- Provide guidance and motivation to colleagues.
Requirements
- Appropriate qualification as per FCA Training and Competence handbook
- Minimum QCA level 4
- Investment skills including detailed client profiling, risk analysis, and asset allocation
- Extensive experience in pensions and financial planning
- Ability to articulate views on macro-economic environments and financial markets
- Good relationship and interpersonal skills
- Proven track record of meeting targets.
Benefits
- Hybrid working model
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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