About this role
Join us as a Wealth Manager at NatWest Group, where you will manage the investment needs of our European and Offshore private banking clients. In this influential role, you'll become a trusted adviser as you develop and deliver holistic wealth plans.
You will provide suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. You'll also manage the growth, profitability and business mix of an assigned portfolio, while undertaking investment and pension reviews and engaging specialists where appropriate.
You'll work from home some of the time, but spend at least three days a week working from the 440 Strand office. With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders.
This role offers the opportunity to act as a role model to private bankers through exemplary new business development and client management. You'll also provide guidance and motivation to wealth managers on complex financial planning products and services.
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 6
- 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
Responsibilities
- Manage the investment needs of European and Offshore private banking clients
- Develop and deliver holistic wealth plans as a trusted adviser
- 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
- Deliver profitable and sustainable business growth across a broad product range
- Act as a role model to private bankers through exemplary new business development, client management and stewardship
- Provide guidance and motivation to wealth managers on complex financial planning products and services
Benefits
- Hybrid working with at least three days a week from the 440 Strand office
- Opportunity to work towards an externally recognised qualification
- Significant exposure and extensive networking with internal and external stakeholders
Similar roles
Capital Markets VP
1w1 week agoLendable
London, GB · Full-time · £200,000 – £300,000
Associate - Institutional Strategy & Analytics, Quant
1w1 week agoJPMorgan Chase & Co.
London, GB · Full-time · £90,000 – £130,000
Senior Associate - European Real Assets Debt Capital Markets
1w1 week agoAres Management Corporation
London, GB · Full-time · £120,000 – £160,000
Associate Director - AML Advisory - Capital Markets Europe
1w1 week agoRBC
London, GB · Full-time · £90,000 – £120,000