NatWest Group

Wealth Manager

NatWest Group

full-time

Posted on:

Location Type: Hybrid

Location: Chandlers Ford • United Kingdom

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About the role

  • Manage the investment needs of private banking clients
  • Provide suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection
  • Manage the growth, profitability and business mix of an assigned portfolio
  • Undertake investment and pension reviews, engaging specialists where appropriate
  • Ensure adherence to client experience guidelines
  • Provide guidance and motivation to wealth managers on complex financial planning products and services
  • Deliver profitable and sustainable business growth across a broad product range
  • Demonstrate outstanding client service, professionalism and risk management
  • Ensure completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
  • Act as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

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 4
  • Investment skills including expertise in detailed client profiling, risk analysis and asset allocation
  • 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
  • Flexible working arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth managementinvestment managementrisk analysisasset allocationfinancial planningclient profilingpensions managementportfolio managementbusiness developmentclient reviews
Soft Skills
client serviceprofessionalismmotivationrelationship buildinginterpersonal skillscommunicationleadershipguidanceteamworkproblem-solving
Certifications
QCA level 4FCA Training and Competence qualification