ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
BWD Search & Selection
London Area, United Kingdom
A well established Private Bank is currently in search of a Wealth Manager to join their London based team. Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite. In this role, you will play a pivotal part in delivering top-tier investment advice and nurturing client relatio
Job Source: BWD Search & SelectionJCW Group
London
Job Description Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals
Job Source: JCW GroupClearwater Wealth Management
greater london, england, United Kingdom
Are you an ambitious professional who is passionate about delivering great client outcomes? Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling
Job Source: Clearwater Wealth ManagementBWD Search & Selection
London
Job Description A well established Private Bank is currently in search of a Wealth Manager to join their London based team. Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite. In this role, you will play a pivotal part in delivering top-tier investment advice and nurtur
Job Source: BWD Search & SelectionSt. James’s Place
London Area, United Kingdom
About the Job: Job Title: Wealth Manager/Financial Adviser Location: London Minimum Requirements: Already attained OR working towards a Level 4 Qualification in Financial Advice Earnings : Self-employed opportunity with uncapped earnings and the opportunity to build real value within a FTSE 100 business. Are you an ambitious profession
Job Source: St. James’s PlaceSt. James's Place
London
Job Description About the Job: Job Title: Wealth Manager/Financial Adviser Location: London Minimum Requirements: Already attained OR working towards a Level 4 Qualification in Financial Advice Earnings : Self-employed opportunity with uncapped earnings and the opportunity to build real value within a FTSE 100 business. Are you an
Job Source: St. James's PlaceHBL Bank UK
Greater London
Job Description Wealth Manager As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation. Key Accountabilities Build
Job Source: HBL Bank UKJCW Group
London Area, United Kingdom
Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and crafting tailo
Job Source: JCW Groupgreater london, england, United Kingdom
Wealth Manager
As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.
Key Accountabilities
Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
Develop personalised financial plans that align with clients' objectives, taking into account their risk tolerance, time horizon, and financial aspirations.
Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
Assess, prepare, and present credit applications whenever required.
Successfully onboard new clients while maintaining and deepening relationships with existing clients.
Execute trade orders via Bank’s dealing systems, Bloomberg, and/or brokers.
Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
Maintain accurate and up-to-date records of client interactions and transactions.
Review clients’ portfolios, regularly, to ensure they are on track and provide changes as and when required.
Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients' financial goals while adhering to Consumer Duty principles.
Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.
Qualifications & Experience
Minimum qualifications:
A bachelor's degree in finance, business, economics, or a related field is often required. Advanced degrees (e.g., MBA or CFA).
Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).
Experience, Skills & Competencies
Relevant experience in the investment sector with deep understanding of investment markets and a knack for identifying the best stocks, bonds, funds, etc.
The ability to analyse financial data, market trends, and investment options is crucial for making informed recommendations.
Strong interpersonal and communication skills are essential for building and maintaining client relationships.
Comfortable in simplifying complex structure, and investment products, to clients
Ability to network and establish relationships with clients / customer service skills
Negotiation and influencing skills
Collaboration /ability to work in a team
A good level of numeracy and IT skills including knowledge of trading systems
Discretion and an understanding of the need for client confidentiality & an ethical and professional approach to work.
Senior Managers & Certification Regime
This is a Certified Role under the Senior Managers and Certification Regime (SMCR). The incumbent will go through the Bank’s annual certification process / fit & proper assessments in order to be assessed as fit to perform the role.
Conduct Rules
The incumbent is subject to the Individual Conduct Rules as outlined in the FCA Handbook COCON Section 2.
HBL Values
The incumbent must exemplify & abide by the HBL UK Values, Commitments & Behaviours:
Integrity – Be Ethical & Fair
Customer Centric – Deliver Great Experiences
Value People – Respect, Empower, Appreciate
Progressive – Innovate & Challenge
Excellence – Be Your Best
Wealth Manager jobs in greater london, england, United Kingdom
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.