Manage the investment needs of private banking clients
Provide suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection
Manage the growth, profitability and business mix of an assigned portfolio
Undertake investment and pension reviews, engaging specialists where appropriate
Ensure adherence to client experience guidelines
Provide guidance and motivation to wealth managers on complex financial planning products and services
Deliver profitable and sustainable business growth across a broad product range
Demonstrate outstanding client service, professionalism and risk management
Ensure completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
Act as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

Appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products
Minimum of QCA level 4
Investment skills including expertise in detailed client profiling, risk analysis and asset allocation
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
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