Banking relationship manager Work, Jobs in Cookham, Brk (with Salaries)

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
Research and Support Officer to Leader of the Opposition
City of Westminster Council —Westminster
- £42,912 - £49,155 a year
- 8 hour shift
- Research
11d
International Finance Manager / Accountant
TREND Networks Limited —High Wycombe
- £50,000 - £60,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Free parking
- Employee discount
Quick apply
2h
Junior Relationship Manager Private Bank UK
HSBC Global Services Limited —London
- Full-time
- English
- Business development
- Travel
10d
Hosted Buyer Account Manager
RELX —Richmond
- Full-time
- Data analysis skills
- Business development
- Analysis skills
- Flexible schedule
5d
Range Review Manager
Bestway Group —London
- Full-time
- Data analysis skills
- Analysis skills
- Communication skills
- Annual leave
Quick apply
4d
Team Manager, Sports & Events
BCD Travel —Fleet
- Hybrid work
- Hospitality
- Data entry
- Organisational skills
Campaign Manager
RX —Richmond
- Full-time
- Project management
- Organisational skills
- Communication skills
Principal Product Manager (Banking / Fintech / Consulting)
Thoughtworks —London
- Business development
- Recruiting
- Agile
Quick apply
4d
Campaign Manager
RELX —Richmond
- Full-time
- Project management
- Organisational skills
- Communication skills
Africa Based - Finance Manager
Editec —London
- Microsoft Excel
- Accounting
- Leadership
Local Business Manager - Watford
Metro Bank PLC —Watford
- Hybrid work
- Banking
12d
Sales Team Manager
RELX —Richmond
- Full-time
- Sales
- Communication skills
- Flexible schedule
Estates Manager
Bestway Group —London
- Full-time
- Management
- Project management
- Negotiation
Quick apply
Loan Administrator
Step One Finance —Woking
- Full-time
- Microsoft Excel
- Customer service
- Computer skills
Quick apply
Founders Associate (Growth)
Dex —London
- Full-time
- Hybrid work
- SQL
- Marketing
- Analytics
Quick apply
5d
Group Finance Manager
Bestway Group —London
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Communication skills
- Annual leave
Quick apply
3d
Assistant Auditor
L. BENNETT & SON LIMITED —St Albans
- Microsoft Word
- Customer service
- Continuous improvement
Product Strategist
Revolut —London
- Sales
- Data analysis skills
- Presentation skills
Business Developer (B2B2C) – UK & Ireland
Cafeyn —London
- Hybrid work
- Sales
- English
- Business development
- Annual leave

I want to receive the latest job alerts for banking relationship manager in cookham, brk

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Wealth Manager

National Westminster Bank PLC -
Guildford

Apply Now

Job details

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

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Business development
Risk analysis

Full job description

Closing date for applications: 12/08/2026

Location Guildford, 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

banking relationship manager jobs in cookham, brk

Wealth Manager

Research and Support Officer to Leader of the Opposition

International Finance Manager / Accountant

Junior Relationship Manager Private Bank UK

Hosted Buyer Account Manager

Range Review Manager

Team Manager, Sports & Events

Campaign Manager

Principal Product Manager (Banking / Fintech / Consulting)

Campaign Manager

Africa Based - Finance Manager

Local Business Manager - Watford

Sales Team Manager

Estates Manager

Loan Administrator

Founders Associate (Growth)

Group Finance Manager

Assistant Auditor

Product Strategist

Business Developer (B2B2C) – UK & Ireland

I want to receive the latest job alerts for banking relationship manager in cookham, brk

Related Searches

Explore jobs in more locations

Job description

What you'll do

The skills you'll need

Your benefits breakdown

Your pay package

Your leave allowance

Total rewards package

Jobseeker tools

Employer Tools

Browse

Stay Connected