Wealth manager Work, Jobs in Amersham (with Salaries)

Wealth Manager, Professionals
National Westminster Bank PLC —London
- £80,600 - £120,900 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
2d
Junior Investment Analyst (Graduate)
Seven Investment Management —London
- Customer service
- Writing skills
- Analysis skills
5d
Associate Manager, Premium & Wealth
Coinbase —London
- £71,600 a year
- AI
- Leadership
Customer Service Team Lead
Freetrade —London
- £48,000 - £65,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Leadership
Junior Investment Analyst (Graduate)
7IM —London
- Customer service
- Writing skills
- Analysis skills
5d
Manager - BCG Vantage - Principal Investors & Private Equity
Boston Consulting Group —London
- Full-time
- English
- Research
- Bachelor's degree
Wealth Manager
Davy —London
- Full-time
- Hybrid work
- Business development
- Communication skills
- Employee assistance programme
Quick apply
8d
Project Manager- Wealth and private banking
Izertis —London
- Full-time
- Hybrid work
- Analysis skills
- Agile
- Communication skills
Quick apply
Senior Product Manager
Stream —London
- £70,000 - £110,000 a year
- Hybrid work
- Financial services
- AI
- Annual leave
Quick apply
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Junior Business Development Executive
Data Intellect —London
- Full-time
- Hybrid work
- Business development
- Financial services
- Referral programme
Quick apply
13d
Senior Manager, Sales - Account Management
Remote —London
- £180,050 - £270,100 a year
- Remote
- English
- Presentation skills
- Leadership
- Annual leave
- Gym membership
5d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Associate, Business Intelligence - Global Private Wealth (EMEA & APAC)
HarbourVest Partners —London
- Full-time
- Hybrid work
- Salesforce
- Master's degree
- Analysis skills
Junior Project Manager
Arbuthnot Latham —London
- Writing skills
- No degree
- Financial services
2d
Implementation Consultant
Canoe Intelligence —London
- £55,000 - £65,000 a year
- Hybrid work
- Bachelor's degree
- No degree
- Agile
- Annual leave
- Work from home
Senior Manager - Financial Services (Investment Management & Wealth), Programme Leadership, Human Capital
Deloitte —London
- Hybrid work
- Business development
- Mentoring
- Agile
Project Delivery Manager - Commercial Product Management
S&P Global —London
- £108,400 - £140,000 a year
- Hybrid work
- Product management
- Communication skills
- Analytics
- Annual leave
- Employee discount
Junior Business Analyst
Arbuthnot Latham —London
- No degree
- Agile
- Internship
2d
Junior Compliance Analyst
Moneyfarm —London
- Full-time
- Analysis skills
- Bachelor's degree
- No degree
Quick apply

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wealth manager jobs near amersham

Wealth Manager, Professionals

National Westminster Bank PLC -
London

Apply Now

Job details

Permanent | Full-time
£80,600 - £120,900 a year
2 days ago

Benefits

Annual leave
Company pension

Qualifications

Investment
Financial planning
Pension
Financial advisory experience
Stakeholder liaison
Business development
Relationship management
Networking

Full job description

Closing date for applications: 12/08/2026

Location London, United Kingdom

Salary £80,600 – £120,900

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-00275290

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 in Professionals

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 three days a week working at 440, the Strand

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. And we’ll look to you to 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. And you’ll be providing guidance and motivation to colleagues 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 have experience of providing regulated advice. You'll also 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 6. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

You’ll also demonstrate:

Experience of advising professional clients
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

Welcome to our Bishopsgate hub

Based only a few minutes’ walk from Liverpool Street Station, the central location of this office makes working there incredibly convenient. Everything you need is close by, so you can run errands, go to the gym, and socialise with friends and colleagues before and after work.

Bishopsgate recently underwent a multi-year refurbishment programme to improve spaces and facilities as well as become more sustainable.

Apply Now

Refine Your Search

wealth manager jobs in amersham

Wealth Manager, Professionals

Junior Investment Analyst (Graduate)

Associate Manager, Premium & Wealth

Customer Service Team Lead

Junior Investment Analyst (Graduate)

Manager - BCG Vantage - Principal Investors & Private Equity

Wealth Manager

Project Manager- Wealth and private banking

Senior Product Manager

Client Service Executive (Investment Management)

Junior Business Development Executive

Senior Manager, Sales - Account Management

Trainee Wealth Manager

Associate, Business Intelligence - Global Private Wealth (EMEA & APAC)

Junior Project Manager

Implementation Consultant

Senior Manager - Financial Services (Investment Management & Wealth), Programme Leadership, Human Capital

Project Delivery Manager - Commercial Product Management

Junior Business Analyst

Junior Compliance Analyst

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Total rewards package

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