Join us as a Wealth Manager
- We’ll look to you to deliver exceptional client service while delivering profitable and sustainable business growth
- You’ll be managing the investment needs of private banking clients and providing suitable wealth management advice
- In return, you'll achieve excellent exposure and gain the opportunity to make a real impact with your work
What you'll do
As a Wealth Manager, you’ll be managing a small or niche profitable portfolio of the most significant or most complex wealth investment clients, and delivering agreed activity, growth and business targets. You’ll also be profiling clients to understand their wealth investment requirements to make sure that the correct client outcomes are achieved.
You’ll also be:
- Undertaking the fulfilment of tasks relating to the on boarding and on going due diligence of clients in your portfolio
- Making sure all reports, documentation and systems recording are technically accurate, compliant and provide suitable outcomes for the client, while adhering to internal processes and procedures
- Ensuring the timely and appropriate resolution of the most ambiguous and complex queries for clients in order to build relationships and deliver a quality service
- Creating and maintaining an environment where private banking colleagues are engaged and motivated to deliver the highest quality customer outcomes and other business objectives
The skills you'll need
We’re looking for someone with a successful track record of delivering advice within a regulated environment. You’ll have high level knowledge and understanding of private banking and wealth management market place, clients, products and services, along with knowledge of the complex and ever-changing regulatory, legal and tax environment.
You’ll hold an appropriate qualification in accordance with FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, as well as A CISI Level 4 certificate, or equivalent. And you’ll also be professionally qualified to QCF level 6 through the CISI, and hold the PCIAM qualification.
You’ll also demonstrate:
- Appropriate investment skills, including expertise in detailed client profiling, risk analysis and asset allocation, as well as being competent in presenting
- The ability to articulate current views on the macro-economic environments and financial markets
- Strong client relationship management skills
- Proven competence in discussing advice pricing
- The ability to build powerful relationships with internal and external centres of influence
Hours
35Job Posting Closing Date:
03/08/2026Ways of Working:HybridSkills Required
- Proven track record delivering advice within a regulated environment
- High-level knowledge of private banking and wealth management products and services
- Knowledge of complex and changing regulatory, legal and tax environment
- Qualification per FCA Training and Competence handbook covering securities, derivatives and packaged products
- CISI Level 4 certificate or equivalent
- Professionally qualified to QCF Level 6 through the CISI
- PCIAM qualification
- Investment skills: detailed client profiling, risk analysis and asset allocation
- Competence in presenting and articulating macro-economic and market views
- Strong client relationship management skills
- Proven competence discussing advice pricing
- Ability to build relationships with internal and external centres of influence
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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