Wealth Manager

Edinburgh, United Kingdom

Wealth Manager

Edinburgh, United Kingdom

This job posting is no longer active

The Business

Join Adam & Company as a Wealth Manager in Edinburgh

  • If you're QCF Level 6 qualified, this is an excellent opportunity to join Adam & Company and provide financial advice to some of the bank's wealthiest clients
  • We'll provide full training and support to help you achieve the CISI Private Client Investment Advice & Management qualification, and we'll also welcome applicants who have achieved chartered status with the CII
  • As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers
  • You'll be looking after clients with £2-£3million

What you'll do

You’ll be part of a dedicated team that specialises in advising high net worth clients. With access to a broad range of solutions from across the bank, you'll be the clients' lead adviser, helping them articulate the purpose of their wealth, and the role they want it to play in their lives, before advising on strategies to help shape their balance sheet.

You'll be providing advice to some of our wealthiest clients, and providing a professional, bespoke financial planning and review service to clients with multiple or complex needs. You'll also have the support of a team of Wealth Analysts to help ensure you design the right client advice solutions for their needs.

You'll also:

  • Manage a small niche portfolio of significant and complex Wealth Investment clients
  • Acquire new relationships and develop existing relationships with business introducers
  • Ensure all reports and documentation is technically accurate, compliant and fit for purpose 
  • Introducing new criteria clients, advising private clients on our proposition, introducing clients to other areas of the business to increase their needs met, and collaborating with the wider bank and retaining existing clients
  • Building meaningful, long term wealth management relationships with a portfolio of complex or high value clients, and with key stakeholders
  • Maintaining your knowledge by keeping up-to-date with changes in the financial and local market places, and making sure it is reflected in your advice
  • Delivering against a balanced scorecard including quality of advice, investment reviews, generation of new advice income, and customer service

The skills you'll need

You'll need to be QCF Level 4 qualified to apply, and ideally will hold PCIAM, and a valid Statement of Professional Standards. Current or recent experience as an adviser (CF30) is also a key requirement, and a CISI qualification would support your success in this role.

You'll also need to have:

  • A strong record of delivery in a regulated environment
  • Previous experience of dealing with high net worth clients, and providing complex financial advice
  • A deep understanding of finance tax mitigation
  • Excellent time management skills, and the ability to work to deadlines while maintaining high standards
  • Strong interpersonal skills

How we'll reward you

In return, we offer a competitive salary and you'll also join our retirement savings plan. You can also choose from a selection of protection, healthcare or lifestyle extras from RBSelect, our fully flexible reward programme.

Visit our reward and benefits page for more information on the benefit packages we offer.

Inclusion

At Adam & Co, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

As a Financial Services organisation we comply with and support the requirements set by our Regulator, the Financial Conduct Authority (FCA), which are designed to protect our customers. This role falls under Conduct Rules of the Individual Accountability Regime (IAR) and is subject to pre-employment screening. This means if your application is successful, you’ll need to satisfy some important background checks before you can start working with us. These will include a full credit check, a criminal record check, residency and right to work checks.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

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