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Wealth Manager
NatWest Group. Provide bespoke wealth management advice to private banking clients to help achieve their financial goals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth management, investment skills, and client relationship building, with a strong focus on delivering tailored financial advice and adhering to regulatory standards. Proven ability to monitor financial markets and articulate macroeconomic insights to clients.
Highest-signal resume keywords
Wealth ManagementInvestment SkillsClient Relationship BuildingQCF Level 4 QualificationMacroeconomic Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wealth StructuringPortfolio ManagementRisk AnalysisAsset AllocationInvestment Reviews
Soft Skills
Trusted AdviserOutstanding ServiceBusiness DevelopmentClient Management
Certifications & Qualifications
QCF Level 4 QualificationQCF Level 6 Qualification CommitmentFCA Training and Competence Compliance
Industry Keywords
Private BankingFinancial GoalsMarket RepresentativeFinancial MarketsBusiness Growth
About the role
Key responsibilities & impact- Provide bespoke wealth management advice to private banking clients to help achieve their financial goals
- Advise on wealth structuring, investments, offshore and onshore bonds, and protection
- Manage portfolio growth, profitability, and business mix
- Deliver sustainable business growth across a broad product range
- Act as a role model to private bankers through new business development, client management, and stewardship
- Undertake investment and pension reviews, liaising with specialists where appropriate
- Identify suitable referral opportunities to the wider function
- Monitor financial markets, macroeconomic news, market views, and asset classes
- Promote the bank’s image, reputation, and credibility in priority markets
- Strengthen the brand and build business opportunities
Requirements
What you’ll need- QCF level 4 qualification required
- Ideally hold, or have a commitment to progress to, a QCF level 6 qualification
- Appropriate qualification in accordance with the FCA Training and Competence handbook
- Ability to become a trusted and respected adviser
- Adherence to treating customers fairly and delivering outstanding service
- Investment skills, including detailed client profiling, risk analysis and asset allocation
- Knowledge of current views on macro-economic environments and financial markets, and ability to articulate them
- Ability to act as a market representative and build relationships with internal and external centres of influence
- Proven competence in discussing advice pricing
Benefits
Comp & perks- You'll work from home some of the time
- Professional development encouraged