Wealth Manager
NatWest Group
full-time
Posted on:
Location Type: Hybrid
Location: Reading • United Kingdom
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About the role
- Manage the investment needs of private banking clients
- Develop and deliver their holistic wealth plans
- Undertake investment and pension reviews
- Engage specialists where appropriate
- Ensure adherence to client experience guidelines
- Provide wealth management product advice and sales to clients
- Act as a role model to private bankers
Requirements
- Appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, QCA level 6 is desirable.
- Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
- Extensive experience providing advice to high net worth clients on a variety of complex wealth management and lending needs
- 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.
Benefits
- Health insurance
- Professional development
- Flexible working arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment skillsclient profilingrisk analysisasset allocationwealth managementfinancial planningpensions advicesalesmacro-economic analysisfinancial markets
Soft Skills
relationship skillsinterpersonal skillscommunication skillsrole modelingclient experience adherencebuilding relationshipsarticulating viewsmeeting targetsengaging specialistsrepresentative skills
Certifications
FCA Training and Competence qualificationQCA level 6