Wealth Manager, Professionals

Experteer Overview In this role, you will act as a trusted adviser to private banking clients, designing holistic wealth plans and managing investment needs. You will support growth and profitability of an assigned portfolio while ensuring high-quality client experience and risk management. You will collaborate with internal and external stakeholders across a hybrid setup, delivering wealth guidance on structuring, investments, pensions, and protection. This is an opportunity to shape client outcomes through sophisticated financial planning and teamwork in a private wealth context. Pay / Benefits

• Provide regulated wealth management advice on structuring, investments, offshore/onshore bonds, and protection Grow and manage profitability and business mix of an assigned portfolio Conduct investment and pension reviews and engage specialists as needed Ensure client experience guidelines are followed and client profiles/wealth balance sheets are updated Provide wealth management product advice and sales to private wealth and private banking clients Mentor and guide colleagues on complex financial planning products and services Drive profitable, sustainable growth across a broad product range Demonstrate outstanding client service, professionalism and risk management Be a role model for private bankers through new business development and client stewardship Tasks Experience of providing regulated advice Appropriate FCA Training and Competence qualification covering securities, derivatives and packaged products Minimum of QCA level 6 Investment skills including client profiling, risk analysis and asset allocation Experience advising professional clients Ability to articulate macro-economic views and market conditions Strong relationship and interpersonal skills Proven track record of meeting financial and service targets Extensive experience in pensions and financial planning Ability to build relationships with internal and external centres of influence Key requirements
  
  product advice and sales to private wealth and private banking clients Mentor and guide colleagues on complex financial planning products and services Drive profitable, sustainable growth across a broad product range Demonstrate outstanding client service, professionalism and risk management Be a role model for private bankers through new business development and client stewardship Tasks Experience of providing regulated advice Appropriate FCA Training and Competence qualification covering securities, derivatives and packaged products Minimum of QCA level 6 Investment skills including client profiling, risk analysis and asset allocation Experience advising professional clients Ability to articulate macro-economic views and market conditions Strong relationship and interpersonal skills Proven track record of meeting financial and service targets Extensive experience in pensions and financial planning Ability to build relationships with internal and aaaaaa
• centres of influence Key requirements