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

Wealth Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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