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NatWest Group

Wealth Manager

NatWest Group

Wealth Manager in the UK managing investment needs and creating holistic wealth plans for private banking clients with extensive networking opportunities

Posted 4/16/2026full-timeReading • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • Health insurance
  • Professional development
  • Flexible working arrangements

ATS Keywords

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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