Wealth Manager

Overview

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

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. 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. 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.

• 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

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, QCA level 6 is desirable. 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, such as PCIAM, that will help you deliver an outstanding service to our customers.

• 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