Wealth manager Work, Jobs in Epping, Ess (with Salaries)

Wealth Manager
National Westminster Bank PLC —London
- £80,600 - £120,900 a year
- Full-time
- Business development
- In-person
- Annual leave
5d
Client Success Manager
Empathy —London
- Up to £59,168.17 a year
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- Financial services
- Profit sharing
- Health & wellbeing programme
Quick apply
5h
Global UK-Based Cyber Security Startup in Essex seeking a Product Manager
RoboShadow —Brentwood
- £30,000 - £60,000 a year
- Full-time
- Azure
- Sales
- Project management
Quick apply
17h
Goldman Sachs Asset & Wealth Management - Alternatives Capital Formation Analyst (Private Equity) - London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Employee assistance programme
13d
Wealth Manager
Moneyfarm —London
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
Quick apply
Wealth Director
Partnership Recruitment —Billericay
- Up to £100,000 a year
- Hybrid work
- Presentation skills
- School
22h
Investment Manager - AI Trainer - Freelance - 8-20hrs/week - Remote
10x Team —London
- £103 - £180 an hour
- Remote
- IT
- AI
Quick apply
Programme Manager
Southwark Council —London
- Full-time
- Communication skills
1d
Head of Product
Xapien —London
- £140,000 - £180,000 a year
- Full-time
- Hybrid work
- Life insurance
Manager (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —London
- Microsoft Outlook
- English
- Business development
Programme Manager - Affordable Workspace
Islington Council —Islington
- £66,084 - £69,660 a year
- Communication skills
- Employee discount
6d
Global Health Advisory - Analyst
Axmed —London
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Annual leave
- Flexible schedule
Assistant Portfolio Manager
Charles Stanley —London
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
Goldman Sachs Asset & Wealth Management - Customised Fixed Income - Client Portfolio Manager, Associate/Vice-President - London
Goldman Sachs —London
- Full-time
- Sales
- Communication skills
- Employee assistance programme
Proposal Manager
Raytheon —Harlow
- Weekend availability
- Sick pay
Senior Manager, Wealth Strategic Advisory – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —London
- Hybrid work
- Mentoring
- Communication skills
Wealth Management Regional Director- South
Barclays —London
- Analysis skills
- Travel
2d
Recruitment Consultant
TGS —Harlow
- £24,420.00 - £55,219.68 a year
- Full-time
- Sales
- Business development
- Travel
- Free parking
Quick apply
6d
Client Relationship Manager
Partner Capital —Mayfair
- £44,700 - £45,000 a year
- Full-time
- English
- Microsoft Office
- Business development
Quick apply
6d
AI Programme Manager - Wealth & Asset Management
Capco —London
- Full-time
- Hybrid work
- Agile
- Financial services
- AI
- Annual leave
- Life insurance
Quick apply
9d

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wealth manager jobs near epping, ess

Wealth Manager

National Westminster Bank PLC -
London

Apply Now

Job details

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

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Business development
Risk analysis

Full job description

Location London, United Kingdom

Salary £80,600 – £120,900

Job typePermanent | Contract typeFull Time

On-site

You’ll be working at your allocated office or hub, collaborating in-person and digitally 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-00280258

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 European and Offshore 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 from the 440 Strand office

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 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 6. 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

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 epping, ess

Wealth Manager

Client Success Manager

Global UK-Based Cyber Security Startup in Essex seeking a Product Manager

Goldman Sachs Asset & Wealth Management - Alternatives Capital Formation Analyst (Private Equity) - London

Wealth Manager

Wealth Director

Investment Manager - AI Trainer - Freelance - 8-20hrs/week - Remote

Programme Manager

Head of Product

Manager (Wealth Management & Retail Investments)

Programme Manager - Affordable Workspace

Global Health Advisory - Analyst

Assistant Portfolio Manager

Goldman Sachs Asset & Wealth Management - Customised Fixed Income - Client Portfolio Manager, Associate/Vice-President - London

Proposal Manager

Senior Manager, Wealth Strategic Advisory – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation

Wealth Management Regional Director- South

Recruitment Consultant

Client Relationship Manager

AI Programme Manager - Wealth & Asset Management

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Total rewards package

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