Banking relationship manager Work, Jobs in Wormley, Sry (with Salaries)

Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
9d
Team Manager, Sports & Events
BCD Travel —Fleet
- Hybrid work
- Hospitality
- Data entry
- Organisational skills
Client Manager - Financial Services, UK and Ireland
Lenovo —Farnborough
- Full-time
- Financial services
- Leadership
- Communication skills
- Free parking
- Life insurance
2d
Senior Event Manager - Maternity leave cover (Healthcare)
Jack Morton Worldwide —Leatherhead
- Bar
- Project management
- Organisational skills
Quick apply
Treasury Manager
SC Johnson —Frimley
- Full-time
- English
- Analysis skills
- Project management
- Free parking
- Annual leave
Delivery Specialist
Castle Trust Bank —Basingstoke
- Full-time
- Hybrid work
- Azure
- Computer Science
- Analysis skills
- Employee assistance programme
- Employee discount
Quick apply
10d
New Business Development Manager - Healthcare
Jack Morton Worldwide —Leatherhead
- Bar
- Business development
- IT
Quick apply
Loan Administrator
Step One Finance —Woking
- Full-time
- Microsoft Excel
- Customer service
- Computer skills
Quick apply
Trust Finance Officer
Durrington Multi Academy Trust —Durrington
- From £19,822 a year
- Part-time
- Microsoft Excel
- Data analysis skills
- Analysis skills
Quick apply
5d
Sales Adviser
BarrattDevelopments —Rustington
- Weekend availability
- Sales
- Programmable logic controllers
- IT
Production Manager (Technical production - Live Events)
Jack Morton Worldwide —Leatherhead
- AutoCAD
- Bar
- Microsoft Office
Quick apply
Finance Assistant
Oaklands Catholic School and Sixth Form college —Waterlooville
- £25,186 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Organisational skills
Quick apply
10d
Strategic Finance Manager
IFS —Staines-upon-Thames
- Full-time
- Hybrid work
- No degree
Quick apply
Regional Sales Manager UKI - IAM Devices
Thales —Crawley
- Full-time
- Remote
- Sales
- Salesforce
- Travel
- Annual leave
- Employee assistance programme
Project Manager (Exhibitions)
Jack Morton Worldwide —Leatherhead
- Bar
- Project management
- Travel
Quick apply
Event Manager (Life Sciences)
Jack Morton Worldwide —Leatherhead
- Bar
- IT
- Communication skills
Quick apply
Client Executive
Aimée Willow Connex —Crawley
- IT
5d
Programme Delivery Coordinator
NPL —Teddington
- Azure
- Project management
- Organisational skills
2d
Senior Enterprise Sales Manager
Intrum —Reigate
- Hybrid work
- Sales
- Salesforce
- English
Quick apply
6d

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Wealth Manager

National Westminster Bank PLC -
Guildford

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year
9 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

banking relationship manager jobs in wormley, sry

Wealth Manager

Team Manager, Sports & Events

Client Manager - Financial Services, UK and Ireland

Senior Event Manager - Maternity leave cover (Healthcare)

Treasury Manager

Delivery Specialist

New Business Development Manager - Healthcare

Loan Administrator

Trust Finance Officer

Sales Adviser

Production Manager (Technical production - Live Events)

Finance Assistant

Strategic Finance Manager

Regional Sales Manager UKI - IAM Devices

Project Manager (Exhibitions)

Event Manager (Life Sciences)

Client Executive

Programme Delivery Coordinator

Senior Enterprise Sales Manager

I want to receive the latest job alerts for banking relationship manager in wormley, sry

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