Banking specialist Work, Jobs in Bishopstoke, Ham (with Salaries)

Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
5d
Director of Enterprise-Wide Risk
Castle Trust Bank —Basingstoke
- Full-time
- Hybrid work
- Presentation skills
- Travel
- Financial services
- Employee assistance programme
- Employee discount
Quick apply
Charities Team Administrator
Hampshire Hospitals NHS Foundation Trust —Winchester
- £25,760 - £27,476 a year
- Part-time
- Hospice
- School
9d
Patient's Bank Cashier - Parklands Hospital
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Basingstoke
- £25,760 - £27,476 a year
- Part-time
- Data entry
- Cash handling
- Communication skills
9d
Delivery Specialist
Castle Trust Bank —Basingstoke
- Full-time
- Hybrid work
- Azure
- Computer Science
- Analysis skills
- Employee assistance programme
- Employee discount
Quick apply
5d
Actemium Automation Hampshire - Assistant Finance Business Partner
Actemium UK —Waterlooville
- Full-time
- Accounting
- Accounting
- Annual leave
Quick apply
9d
Shop Manager - Bitterne
Naomi House —Bitterne
- £14.05 an hour
- Full-time
- Hospice
Assistant Shop Manager - Bitterne
Naomi House —Bitterne
- Part-time
- Hospice
Assistant Shop Manager - Bitterne
Naomi and Jack's —Southampton
- £13.45 an hour
- Part-time
- Hospice
Quick apply
Information Security Analyst - Vulnerability Management
Starling —Southampton
- Full-time
- Hybrid work
- Management
- Java
- AWS
- Annual leave
- Employee discount
Quick apply
12d
Director of Savings
Castle Trust Bank —Basingstoke
- Full-time
- Hybrid work
- Product management
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Shop Manager - Bitterne
Naomi and Jack's —Bitterne
- £14.05 an hour
- Full-time
- Hospice
Quick apply
Junior Litigation Lawyer (Qualified)
Vanquis —Petersfield
- Full-time
- Annual leave
Quick apply
12d
Nursery Deputy Manager
Tops Day Nurseries —Portsmouth
- £14.82 - £15.72 an hour
- Full-time
- Preschool
- Leadership
- Employee discount
Quick apply
14d
Junior Litigation Lawyer (Qualified)
Vanquis Banking Group —Petersfield
- Full-time
- Annual leave
12d
Solicitor – Real Estate Development
Lester Aldridge —Southampton
- Hotel
- School
14h
Shop Manager - Basingstoke
Naomi House —Basingstoke
- £14.05 an hour
- Full-time
- Hospice
Shop Manager - Basingstoke
Naomi and Jack's Hospices —Basingstoke
- £14.05 an hour
- Full-time
- Hospice
Quick apply

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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
5 days ago

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Business development
Risk analysis

Full job description

Closing date for applications: 23/07/2026

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

banking specialist jobs in bishopstoke, ham

Wealth Manager

Director of Enterprise-Wide Risk

Charities Team Administrator

Patient's Bank Cashier - Parklands Hospital

Delivery Specialist

Actemium Automation Hampshire - Assistant Finance Business Partner

Shop Manager - Bitterne

Assistant Shop Manager - Bitterne

Assistant Shop Manager - Bitterne

Information Security Analyst - Vulnerability Management

Director of Savings

Shop Manager - Bitterne

Junior Litigation Lawyer (Qualified)

Nursery Deputy Manager

Junior Litigation Lawyer (Qualified)

Solicitor – Real Estate Development

Shop Manager - Basingstoke

Shop Manager - Basingstoke

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