Wealth Manager

Join us as a Wealth Manager

• We’ll look to you to manage the banking, lending and investment needs of our High Net Worth (HNW) private banking clients
• In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
• With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
• You'll work from our Tunbridge Wells office at least two days a week whilst also attending regular client meetings across Kent when required

What you'll do

As a Wealth Manager, you’ll be providing suitable banking and lending wealth management advice, including investments. And we’ll look to you to manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. And you’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll also be:

• Delivering profitable and sustainable business growth across a broad product range
• Demonstrating outstanding client service, professionalism and risk management
• Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
• Providing wealth management product advice and sales to clients in private wealth and private banking
• Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

The skills you'll need

You'll already hold a QCA level 4 Advice licence with a strong record of advising HNW clients. You'll have already started your journey to level 6 which is an expectation within 2 years. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll also demonstrate:

• The ability to articulate current views on the macro-economic environments and financial markets
• Good relationship and interpersonal skills
• Proven track record of meeting financial and service targets
• Extensive experience in pensions and financial planning
• The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence

Hours

35

Job Posting Closing Date:

23/11/2026Ways of Working:Hybrid