Wealth Manager - Sports, Media & Entertainment

NatWest Group

London, United Kingdom
Hybrid
Holistic wealth plans
Investment and pension reviews
Client experience guidelines adherence
Manage the investment needs of our private banking clients in this influential role

Job Summary

  • Manage the investment needs of our private banking clients in this influential role.
  • Develop and deliver their holistic wealth plans with significant exposure and extensive networking.
  • Provide suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection.

Matching Summary

Manage the investment needs of our private banking clients in this influential role.

Skills & Requirements

Must-have

  • Holistic wealth plans
  • Investment and pension reviews
  • Client experience guidelines adherence
  • Macro-economic environments and financial markets views
  • Build powerful relationships with centres of influence

Nice-to-have

  • Innovative ideas participation
  • Guidance and motivation to wealth managers

Key Requirements

  • FCA Training and Competence handbook qualification
  • Minimum QCA level 4
  • Investment skills expertise
  • Detailed client profiling
  • Risk analysis and asset allocation
  • Working towards an externally recognised qualification
  • Proven track record of meeting financial and service targets
  • Extensive experience in pensions and financial planning

Work Rights

Not specified

Tailored Resume

Cover Letter