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Senior Finance Partner
NatWest Group. Act as a trusted strategic adviser to executive leads of the Investment Products & Solutions and Financial Planning businesses within Private Banking & Wealth Management .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial leadership and strategic insight within Private Banking and Wealth Management, with a focus on investment solutions, P&L management, and stakeholder engagement. Proven ability to drive business performance and influence strategy in complex, regulated environments.
Highest-signal resume keywords
Senior Finance LeadershipInvestment Solutions ExpertiseP&L ManagementStakeholder InfluenceTeam Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningForecastingCost ManagementInvestment Decision-MakingPerformance ManagementTechnical AccountingCommercial AcumenRisk ManagementBusiness Performance OversightStrategic Financial Insight
Soft Skills
Sound JudgementResiliencePersonal Credibility
Certifications & Qualifications
Relevant Professional Qualifications
Industry Keywords
Private BankingWealth ManagementInvestment ProductsAssets Under ManagementRegulated EnvironmentsBusiness PartneringClient PropositionMarket Dynamics
About the role
Key responsibilities & impact- Act as a trusted strategic adviser to executive leads of the Investment Products & Solutions and Financial Planning businesses within Private Banking & Wealth Management
- Develop, shape and influence the strategic direction of the business
- Provide strategic financial insight, challenge and guidance to support decision-making
- Provide oversight of business performance and help shape the future client proposition
- Drive business performance and growth through financial leadership, commercial awareness and strategic thinking
- Shape financial performance across income generation, customer value, product proposition, profitability and cost management
- Lead business partnering activities, including planning, forecasting and stress-testing scenarios
- Drive business finance requirements, including month-end processes, strategic planning and functional reporting
- Proactively escalate risks and issues
- Critically review and constructively challenge investment decisions and business cases
- Partner with senior stakeholders across the business and Finance function using robust analysis, clear financial planning and meaningful performance insight
Requirements
What you’ll need- Experience operating as a senior finance leader within private banking or wealth management
- Specific experience in investment solutions and assets under management and administration
- Relevant professional qualifications
- Proven track record of influencing senior stakeholders and shaping strategy within complex, regulated environments
- Experience leading, developing and motivating a high-performing team of finance professionals
- Strong finance functional knowledge, commercial acumen and technical accounting expertise
- Deep understanding of investment products and market dynamics
- Proven experience in P&L leadership, investment decision-making and business performance management
- Ability to balance commercial, client and risk considerations effectively
- Strong personal credibility, sound judgement and resilience
Benefits
Comp & perks- Full-time position
- Hybrid working arrangement