Wealth Manager - Chandler's Ford, Hampshire, United Kingdom - NatWest

Description

Job Description:

As a Wealth Manager, you'll be meeting the investment needs of our private banking clients, providing advice on wealth structuring, investments, offshore and onshore bonds and protection.

You'll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.

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Job Responsibilities:
Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes
Undertaking investment and pension reviews, liaising with specialists where appropriate
Promoting the bank's image, reputation and credibility in defined priority markets, to strengthen and leverage the brand and build business opportunities
Identifying opportunities for referrals to the wider function and making sure that these are captured by the most appropriate segment for the client's needs


Job Requirements:
Knowledge of current views on macro-economic environments and financial markets, and the ability to articulate them
The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence
Proven competence in discussing advice pricing
Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation


Job Details:

Company:
NatWest


Vacancy Type:
Full Time

Job Location:
Chandlers Ford, United Kingdom


Application Deadline:
N/A

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