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Wealth Manager
NatWest Group. Manage the banking, lending and investment needs of High Net Worth private banking clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing High Net Worth client portfolios, providing tailored wealth management advice, and delivering exceptional client service. Proficient in investment strategies, financial planning, and relationship management to drive business growth and profitability.
Highest-signal resume keywords
QCA Level 4 Advice LicenceInvestment SkillsExtensive Experience In PensionsStrong Record Of Advising High Net Worth ClientsAbility To Articulate Views On Financial Markets
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Client ProfilingRisk AnalysisAsset AllocationFinancial PlanningWealth Management Product Advice
Soft Skills
Relationship SkillsInterpersonal SkillsClient ServiceMotivational Skills
Certifications & Qualifications
QCA Level 4 Advice LicenceLevel 6 Qualification Journey
Industry Keywords
High Net Worth ClientsWealth PlansInvestment ReviewsPension ReviewsBusiness Development
About the role
Key responsibilities & impact- Manage the banking, lending and investment needs of High Net Worth private banking clients
- Develop and deliver holistic wealth plans for investment clients
- Liaise with multiple internal and external stakeholders
- Provide suitable banking, lending and wealth management advice, including investments
- Manage the growth, profitability and business mix of an assigned portfolio
- Undertake investment and pension reviews, engaging specialists where appropriate
- Ensure client experience guidelines are adhered to
- 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
- Complete timely client reviews and update client profiles and wealth balance sheets
- Provide wealth management product advice and sales to private wealth and private banking clients
- Act as a role model to private bankers through new business development, client management and stewardship
Requirements
What you’ll need- QCA level 4 Advice licence already held
- Strong record of advising High Net Worth (HNW) clients
- Level 6 qualification journey already started, with completion expected within 2 years
- Investment skills, including detailed client profiling, risk analysis and asset allocation
- Ability to articulate current views on 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 marketplace and build relationships with internal and external centres of influence
- Ability to work from the Tunbridge Wells office at least two days a week and attend regular client meetings across Kent when required
Benefits
Comp & perks- Hybrid working arrangement
- Externally recognised qualification support
- Opportunities for extensive networking
- Professional development toward Level 6 qualification