Wealth Manager

Join us as a Wealth Manager

We’ll look to you to manage the investment needs of our private banking clients

In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans

With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders where you'll attract new clients across the region into the bank

You'll work from home some of the time, but you'll also spend at least two days a week working in the office

What you'll do

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. And we’ll look to you to manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. And you’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll also be:

Delivering profitable and sustainable business growth across a broad product range

Demonstrating outstanding client service, professionalism and risk management

Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients

Providing wealth management product advice and sales to clients in private wealth and private banking

Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

The skills you'll need

To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll also demonstrate:

The 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

The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence