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.
Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
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.

Wealth Manager

Key skills