Wealth manager Work, Jobs in Reading, Eng (with Salaries)

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
8d
Transaction Services Manager/Senior Manager
BDO —Reading
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Tax Audit and Accounting Group, Assistant Manager
BDO —Reading
- Full-time
- Mentoring
- Leadership
- Tax experience
Contracts Manager
AmcoGiffen —Theale
- £80,000 - £90,000 a year
- Full-time
- Civil engineering
- Engineering
- Maintenance
- Annual leave
Quick apply
7d
Audit Quality - Corporate Reporting Advisory Senior Manager
BDO —Reading
- Full-time
- Accounting
- Communication skills
Audit Stream Learning and Development - US Curriculum Lead
BDO —Reading
- Full-time
- Management
- Travel
- Communication skills
Junior Stewardship Analyst
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Communication skills
- Annual leave
- Life insurance
10d
New Business Senior Manager
BDO —Reading
- Full-time
- Business development
Sr. Category Manager (BLACK + DECKER)
Stanley Black & Decker —Maidenhead
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Travel
- Employee stock purchase plan
- Annual leave
Operations Director
BaxterStorey UK —Earley
- Full-time
- Hospitality
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
5d
Sales Co-ordinator
SIG Roofing —Wokingham
- Sales
- Customer service
- IT
- Employee discount
Senior Brand Manager – DEWALT Tools & Solutions
Stanley Black & Decker —Maidenhead
- Full-time
- Remote
- Travel
- IT
- Employee discount
8d
Contracts Manager
JN Bentley —Reading
- Full-time
- Civil engineering
- Engineering
- No degree
Quick apply
Store Manager - Rodd & Gunn
Rodd&Gunn UK Ltd —Guildford
- £32,000 - £35,000 a year
- Management
- Sales
- Merchandising
- Employee discount
Quick apply
Data Privacy Assistant Manager
BDO —Reading
- Full-time
- Analysis skills
- Organisational skills
- AI
Senior Business Development Manager
Wireless Logic mdex GmbH —Reading
- Hybrid work
- Sales
- Business development
- Communication skills
Product Manager - 12 Month FTC
Evelyn Partners —Bracknell
- Hybrid work
- Microsoft Office
- Product management
- Agile
Quick apply
10d
Head of Markets Activation
BDO —Reading
- Full-time
- Sales
Project Planner - Water Industry
Stantec —Reading
- Hybrid work
- Contracts
- Annual leave
Audit Learning & Development – Learning & Development Experienced Manager / Senior Manager (Development)
BDO —Reading
- Full-time
- Management
- Travel
- Communication skills
2d

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Wealth Manager

National Westminster Bank PLC -
Guildford

Apply Now

Job details

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

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Business development
Risk analysis

Full job description

Closing date for applications: 30/07/2026

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

wealth manager jobs in reading, eng

Wealth Manager

Transaction Services Manager/Senior Manager

Tax Audit and Accounting Group, Assistant Manager

Contracts Manager

Audit Quality - Corporate Reporting Advisory Senior Manager

Audit Stream Learning and Development - US Curriculum Lead

Junior Stewardship Analyst

New Business Senior Manager

Sr. Category Manager (BLACK + DECKER)

Operations Director

Sales Co-ordinator

Senior Brand Manager – DEWALT Tools & Solutions

Contracts Manager

Store Manager - Rodd & Gunn

Data Privacy Assistant Manager

Senior Business Development Manager

Product Manager - 12 Month FTC

Head of Markets Activation

Project Planner - Water Industry

Audit Learning & Development – Learning & Development Experienced Manager / Senior Manager (Development)

I want to receive the latest job alerts for wealth manager in reading, eng

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