Description
We are seeking an experienced Wealth Manager to join our Wealth Management team in Manchester. As a Wealth Manager, you will establish and nurture profitable partnerships with both corporate and individual clients, ensuring mutual benefit and long-term success.
The successful candidate will be responsible for:
- Managing client relationships to identify financial goals, challenges, and risk tolerance
- Researching and understanding client industry trends, regulatory landscape, and competitive environment
- Designing customized solutions addressing client-specific needs and objectives
- Communicating the value proposition of proposed solutions and negotiating terms
- Providing guidance to clients to support their financial decisions
- Assessing financial, legal, and operational risks associated with client relationships
- Documenting client interactions, transactions, and agreements
- Monitoring client satisfaction, revenue generated, and other relevant metrics
As a Wealth Manager, you will be expected to:
- Advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness
- Lead a team performing complex tasks, using well-developed professional knowledge and skills
- Demonstrate leadership behaviors, including listening, energizing, aligning, and developing others
To be successful in this role, you should have experience with:
- Maintaining and deepening relationships within a High Net Worth client base
- Holding RDR Level 4 qualification, complemented by a financial planning qualification
- Gaining a thorough understanding of clients' goals, priorities, and circumstances
Some other highly valued skills may include:
- Experience of providing Regulated Advice within the UK to High Net worth clients
- Experience of building a client base using internal and external networks
- Knowledge of delivering high-quality bespoke advice
This role is part of our Wealth Management Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK.