Wealth Manager

London, United Kingdom

Wealth Manager

London, United Kingdom

Join us as a Wealth Manager

  • We’ll look to you to demonstrate outstanding client service and professionalism, becoming a trusted adviser to your clients
  • You’ll be managing our private banking clients through the whole client relationship management process, identifying opportunities to deliver against their wealth management needs
  • In this influential role, you'll be valued for your professional integrity as you help us to cultivate strong and meaningful relationships with our clients

What you'll do

As a Wealth Manager, you’ll be building and managing a portfolio of high net worth wealth client relationships. You’ll be identifying opportunities to deliver against your clients’ wealth management needs and advising on the most appropriate Wealth products.

You’ll also be:

  • Working with advice specialists along the client’s journey, facilitating handoffs where needed
  • Meeting business objectives by increasing investments share of wallet and growing assets under management
  • Seeking out opportunities to develop new internal and external client relationships, and helping to retain our existing client base
  • Understanding the unique profile of our clients and using your expert knowledge to identify key opportunity areas, drive marketing initiatives and deliver presentations where needed
  • Keeping up-to-date with financial markets and macroeconomic news, and maintaining an understanding of our views of markets and asset classes

The skills you'll need

You’ll need to hold a QCA Level 6 certificate or equivalent and any additional appropriate qualifications for more specialist advice activities. Crucial to your success will also be your ability to build deep client relationships and work collaboratively with both internal and external stakeholders.

Additionally, you’ll demonstrate:

  • An excellent understanding of customer requirements, including trends in financial, economic, market and social awareness
  • The ability to act as our representative in the marketplace and build powerful relationships with internal and external centres of influence
  • The ability to articulate current views on the macroeconomic environments and financial markets
  • Experience of working with clients in the sports, media and entertainment is key

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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