Wealth manager Work, Jobs in Richmond, Gtl (with Salaries)

Wealth Manager
National Westminster Bank PLC —London
- £80,600 - £120,900 a year
- Full-time
- Business development
- In-person
- Annual leave
9h
Private Wealth Management, Managed Strategies, Portfolio Manager Trader, Associate/Vice President, London
Goldman Sachs —London
- Full-time
- Sales
- Microsoft Office
- Communication skills
- Employee assistance programme
Bellevue Apprenticeship and Tutoring Admin Officer
Bellevue Education International Limited —London
- £35,000 - £40,000 a year
- Part-time
- Hybrid work
- Bachelor's degree
- Teaching
Quick apply
1d
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
Wealth Manager
Moneyfarm —London
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
Quick apply
11d
Apprenticeship - KYC & KYB Apprentice – UK Investment Banking
Natixis CIB London —London
- Communication skills
- Time management
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
8d
Assistant Project Manager
AmcoGiffen —London
- £45,000 - £64,000 a year
- Full-time
- Project management
- Driving
- Life insurance
Quick apply
Goldman Sachs Asset & Wealth Management - Alternatives Capital Formation - Fund Formation Team Attorney - Vice President - London
Goldman Sachs —London
- Full-time
- Employee assistance programme
11d
Manager (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —London
- Microsoft Outlook
- English
- Business development
Client Relationship Manager
Partner Capital —Mayfair
- £44,700 - £45,000 a year
- Full-time
- English
- Microsoft Office
- Business development
Quick apply
23h
Surrey and Sussex WorkWell Strategic Programme Manager
Surrey County Council —Reigate
- £63,823 - £70,099 a year
- Travel
- Leadership
- Annual leave
- Employee assistance programme
8d
Assistant Librarian (Open Access)
University of East London —London
- £35,453 - £38,827 a year
- University
2d
Apprenticeship - KYC & KYB Apprentice – UK Investment Banking
Natixis —London
- Communication skills
- Time management
Complex Case and Innovation Manager
PA Consulting —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
4d
Asset & Wealth Management Operations – Analyst – Alternative Fund Services – London
Goldman Sachs —London
- Full-time
- Microsoft Excel
- SQL
- Bachelor's degree
- Employee assistance programme
Complex Case and Programme Manager - West London
PA Consulting —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
7d
Property Manager
Southern Homemove —Sutton
- Full-time
- Computer literacy
- IT
Quick apply
8d
Investment Manager - AI Trainer - Freelance - 8-20hrs/week - Remote
10x Team —London
- £103 - £180 an hour
- Remote
- IT
- AI
Quick apply
Due Diligence Analyst (Remote or Hybrid)
Avantia Law —London
- £30,000 - £40,000 a year
- Full-time
- Remote
- Bachelor's degree
- Business
- Communication skills
Quick apply

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Wealth Manager

National Westminster Bank PLC -
London

Apply Now

Job details

Permanent | Full-time
£80,600 - £120,900 a year
9 hours 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 richmond, gtl

Wealth Manager

Private Wealth Management, Managed Strategies, Portfolio Manager Trader, Associate/Vice President, London

Bellevue Apprenticeship and Tutoring Admin Officer

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

Wealth Manager

Apprenticeship - KYC & KYB Apprentice – UK Investment Banking

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

Assistant Project Manager

Goldman Sachs Asset & Wealth Management - Alternatives Capital Formation - Fund Formation Team Attorney - Vice President - London

Manager (Wealth Management & Retail Investments)

Client Relationship Manager

Surrey and Sussex WorkWell Strategic Programme Manager

Assistant Librarian (Open Access)

Apprenticeship - KYC & KYB Apprentice – UK Investment Banking

Complex Case and Innovation Manager

Asset & Wealth Management Operations – Analyst – Alternative Fund Services – London

Complex Case and Programme Manager - West London

Property Manager

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

Due Diligence Analyst (Remote or Hybrid)

I want to receive the latest job alerts for wealth manager in richmond, gtl

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What you'll do

The skills you'll need

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Your leave allowance

Total rewards package

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