Investment manager Work, Jobs in Wakefield, Wyk (with Salaries)

Wealth Manager
National Westminster Bank PLC —Leeds
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
13h
Assistant Director of Asset Strategy
Accent Group Ltd —Bradford
- £90,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Leadership
- Annual leave
- Employee discount
13d
Investment Delivery Manager
Incommunities —Shipley
- £62,609 a year
- Full-time
- Hybrid work
- No degree
- Travel
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
2d
Senior Manager, Direct Equity (Transaction Execution)
British Business Bank —Sheffield
- £77,250 - £90,125 a year
- Monday to Friday
- Hybrid work
- Communication skills
- Negotiation
- Annual leave
- Employee discount
Quick apply
9d
Assistant Director of Compliance and Building Safety
Accent Group Ltd —Bradford
- £90,000 a year
- Weekend availability
- Hybrid work
- Microsoft Office
- Leadership
- Communication skills
- Annual leave
- Employee discount
13d
Strategic Finance Manager - Projects and Commercial
City of Bradford Metropolitan District Council —Bradford
- £65,022 - £75,278 a year
- IT
Client Relations Manager
TPT Retirement Solutions —Leeds
- Organisational skills
- Communication skills
Manager - Partnership and Business Development
Homes England —Leeds
- £39,933 - £46,573 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
2d
Finance Director (Temporary - Maternity Cover)
Bluetree Group —Rotherham
- £100,000 - £130,000 a year
- Temporary
- Accounting
- Leadership
- Tax experience
- Free parking
- Annual leave
Quick apply
Business Development Manager, Yorkshire
Puma Capital Group —Leeds
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Sales
1d
Head of Finance Service Improvement
Leeds City Council —Leeds
- £41,700 - £77,020 a year
- Weekend availability
- Hybrid work
- Management
- Leadership
Executive Director of Clinical Business Development - Strategic Accounts
サイネオス・ヘルス —Leeds
- Remote
- Sales
- Microsoft Office
- Business development
Regional Business Development Manager
Aviva —Sheffield
- Part-time
- Business development
- Travel
- IT
- Employee discount
Regional Business Development Manager (On Trade) - North East, Leeds and York
AG Barr —Leeds
- Full-time
- Remote
- Microsoft Powerpoint
- Google Suite
- Sales
- Employee discount
Quick apply
Transaction Services Assistant Manager
Cooper Parry —Leeds
- Full-time
- Business development
- Project management
11h
Executive Director of Clinical Business Development - Strategic Accounts
Syneos Health Commercial Solutions —Leeds
- Remote
- Sales
- Microsoft Office
- Business development
Business Development Manager
Quilter —Leeds
- Full-time
- Business development
- Financial services
Finance Manager
RTS Infrastructure Ltd —Leeds
- Full-time
- Microsoft Excel
- Accounting
- Leadership
Quick apply
13h
Director / Senior Director, Quality & Risk Management (Global Transaction Advisory Group)
Alvarez and Marsal —Leeds
- Full-time
- Tax experience
14d
Commercial Finance Manager
ASDA —Leeds
- Full-time
- In-person
- Store discount
- Annual leave

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Wealth Manager

National Westminster Bank PLC -
Leeds

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year
13 hours 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 Leeds, 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-00281769

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 where you'll attract new clients across the region into the bank
You'll work from home some of the time, but you'll also spend at least two days a week working in the 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 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

investment manager jobs in wakefield, wyk

Wealth Manager

Assistant Director of Asset Strategy

Investment Delivery Manager

Senior Manager, Direct Equity (Transaction Execution)

Assistant Director of Compliance and Building Safety

Strategic Finance Manager - Projects and Commercial

Client Relations Manager

Manager - Partnership and Business Development

Finance Director (Temporary - Maternity Cover)

Business Development Manager, Yorkshire

Head of Finance Service Improvement

Executive Director of Clinical Business Development - Strategic Accounts

Regional Business Development Manager

Regional Business Development Manager (On Trade) - North East, Leeds and York

Transaction Services Assistant Manager

Executive Director of Clinical Business Development - Strategic Accounts

Business Development Manager

Finance Manager

Director / Senior Director, Quality & Risk Management (Global Transaction Advisory Group)

Commercial Finance Manager

I want to receive the latest job alerts for investment manager in wakefield, wyk

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