Wealth Manager

London, United Kingdom

Wealth Manager

London, United Kingdom

Join us as a Wealth Manager

  • If you’re thinking about your next career move, either now or in the near future, and would be interested in joining Coutts Private Banking, then we'd like to hear from you
  • We’ll look to you to deliver exceptional client service while delivering profitable and sustainable business growth
  • You’ll be managing the investment needs of private banking clients and providing suitable wealth management advice
  • If you have the relevant skills and experience, then one of our senior leaders would love to speak with you regarding our Wealth Manager opportunities

What you'll do

As a Wealth Manager, you’ll be managing a profitable portfolio of our clients, who generally invest £1m-£3m with us. You'll be delivering agreed activity, growth and business targets, as well as profiling clients to understand their wealth investment requirements to make sure that the correct client outcomes are achieved.

You’ll also be:

  • Undertaking the fulfilment of tasks relating to the on boarding and on going due diligence of clients in your portfolio
  • Making sure all reports, documentation and systems recording are technically accurate, compliant and provide suitable outcomes for the client, while adhering to internal processes and procedures
  • Ensuring the timely and appropriate resolution of the most ambiguous and complex queries for clients in order to build relationships and deliver a quality service
  • Creating and maintaining an environment where private banking colleagues are engaged and motivated to deliver the highest quality customer outcomes and other business goals

The skills you'll need

We’re looking for someone with a successful track record of delivering advice within a regulated environment. You’ll have high level knowledge and understanding of private banking and wealth management market place, clients, products and services, along with knowledge of the complex and ever-changing regulatory, legal and tax environment.

You’ll hold an appropriate qualification in accordance with FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, as well as A CISI Level 4 certificate, or equivalent. And you’ll also be professionally qualified to QCF level 6 through the CISI, and hold the PCIAM qualification.

You’ll also demonstrate:

  • Appropriate investment skills, including expertise in detailed client profiling, risk analysis and asset allocation, as well as being comfortable in presenting
  • The ability to articulate current views on the macro-economic environments and financial markets
  • Great client relationship management skills
  • Experience of discussing advice pricing
  • The ability to build powerful relationships with internal and external centres of influence
  • Experience working with entrepreneur clients, with a network of connections in the entrepreneur ecosystem that have led to the regular organic acquisition of high net worth entrepreneurs who invest £1m-£3m with you

If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.

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