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
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