Join us as a Wealth Manager
- We’ll look to you to manage the investment needs of our 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
As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. 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
To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. 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
- A track record of developing opportunities within an existing client base, as well as strong new client acquisition skills
- A deep understanding of the Asian market, in particular the Global Chinese community
- Experience of working with ultra high net worth (UHNW) families and family offices
- Experience of working with UK resident non-UK nationals, and non-UK residents
- Business proficiency Mandarin, and with Cantonese additionally as a preference
Hours
35Job Posting Closing Date:
31/08/2026Ways of Working:HybridSkills Required
- Appropriate qualification per FCA Training and Competence covering advice activity of securities, derivatives and packaged products
- Minimum QCA Level 4
- Investment skills including detailed client profiling, risk analysis and asset allocation
- Extensive experience in pensions and financial planning
- Proven track record of meeting financial and service targets
- Experience working with ultra high net worth (UHNW) families and family offices
- Experience working with UK resident non-UK nationals and non-UK residents
- Deep understanding of the Asian market, particularly the Global Chinese community
- Business proficiency in Mandarin
- Cantonese language skills
- Ability to develop opportunities within existing client base and strong new client acquisition skills
- Working towards an externally recognised qualification
NatWest Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NatWest Group and has not been reviewed or approved by NatWest Group.
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Flexible Benefits — A flexible ValueAccount structure with pension and benefit funding allows tailoring of health, protection, lifestyle, and savings options, with unused amounts typically paid as cash. This flexibility supports personalisation of coverage, particularly in Great Britain where the framework is most detailed.
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Retirement Support — Employer-funded pension contributions are provided on top of salary in Great Britain, alongside automatic retirement enrollment and share/save programs. This creates structured long‑term wealth support as part of total reward.
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Parental & Family Support — UK policies outline extended maternity, adoption and equal partner leave on full pay with a phased return, plus paid neonatal care leave. These provisions are positioned as market‑leading and complement broader flexibility resources.
NatWest Group Insights
What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
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