Wealth manager Work, Jobs in Sway, Ham (with Salaries)

Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
Shared Lives Administrative Officer
Hampshire County Council —Fareham
- £27,780 - £30,564 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
9d
Business Development Manager
Eight Financial Advice —Whiteley
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
11d
Marketing Communications Manager
Quilter —Southampton
- Full-time
- Financial services
- AI
3d
Platform Support Associate
Saltus —Fareham
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Financial services
- Time management
Quick apply
3d
Assistant Team Manager
Quilter —Southampton
- Full-time
- Continuous improvement
- Training & development
- Communication skills
5d
Business Development (Bid and Proposals) Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Research
Office Manager
Charles Stanley —Southampton
- Full-time
- Administrative experience
- Supervising experience
- Continuous improvement
9d
Data Manager
Glenmoor & Winton Academies —Bournemouth
- £35,377 a year
- School
- Employee discount
13d
Key Account Director
Brunswick Corporation —Southampton
- Full-time
- Data analysis skills
- English
- Analysis skills
2d
Business Development Manager - Regional Sales
Nationwide Platforms —Southampton
- Microsoft Powerpoint
- Microsoft Word
- CRM software
2d
Mortgage Advisor
OneDome —Southampton
- Full-time
- Customer service
- Communication skills
Quick apply
Finance Analyst (17 Month FTC)
Quilter —Southampton
- Full-time
- Presentation skills
- Communication skills
9d
Capital Planning Actuary (12 Month FTC)
Quilter —Southampton
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
9d
Recruitment Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- Full-time
- Business development
- Analytics
Quick apply
Health, Safety & Compliance Lead
Ageas —Eastleigh
- £37,000 - £47,000 a year
- Full-time
- Analysis skills
- Travel
- In-person
11d
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Writing skills
- Mentoring
- Communication skills
Flexi Area Nursery Support Practitioner Salisbury
Storal —Winchester
- £16 an hour
- Full-time
- Experience working with children
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Senior Project Manager
Parker Hannifin Corporation —Fareham
- Full-time
- Master's degree
- No degree
- Business
- Free parking
- Employee assistance programme
2d

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Wealth Manager

National Westminster Bank PLC -
Chandlers Ford

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year

Benefits

Annual leave
Company pension

Qualifications

Investment
Financial planning
Pension
Financial advisory experience
Client engagement
Customer service
Stakeholder liaison
Business development
Relationship management
Networking

Full job description

Closing date for applications: 12/08/2026

Location Chandlers Ford, United Kingdom

Salary £73,800 – £110,700

Job typePermanent | Contract typeFull Time

Remote / On-site Hybrid

You’ll spend some of your time at home, working with your team digitally. You’ll also regularly work at your office or hub to collaborate with your colleagues.

Managerial / Technical Lead

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00268981

Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Wealth Manager

We’ll look to you to manage the investment needs of our private banking clients
In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
You’ll work from home some of the time, but you’ll also spend at least 3 days a week working from the Chandlers Ford office or on client visits

What you'll do

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. You'll also manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. You’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll also be:

Delivering profitable and sustainable business growth across a broad product range
Demonstrating outstanding client service, professionalism and risk management
Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
Providing wealth management product advice and sales to clients in private wealth and private banking
Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

The skills you'll need

To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll also demonstrate:

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

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Please note, the presented benefits packages are based on the minimum base salary.

Tap each segment for details.

Your pay package

Your leave allowance

30 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

Apply Now

Refine Your Search

wealth manager jobs in sway, ham

Wealth Manager

Shared Lives Administrative Officer

Business Development Manager

Investment Managers Assistant

Marketing Communications Manager

Platform Support Associate

Assistant Team Manager

Business Development (Bid and Proposals) Manager

Office Manager

Data Manager

Key Account Director

Business Development Manager - Regional Sales

Mortgage Advisor

Finance Analyst (17 Month FTC)

Capital Planning Actuary (12 Month FTC)

Recruitment Marketing Manager – Growth Partners Network

Health, Safety & Compliance Lead

Senior Paraplanner

Flexi Area Nursery Support Practitioner Salisbury

Senior Project Manager

I want to receive the latest job alerts for wealth manager in sway, ham

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