Join us as a Wealth Manager
- Take on a new role, honing your relationship management and investment expertise
- You'll be helping our clients to achieve their financial goals, providing them with bespoke wealth management advice
- This is an opportunity to work in a fast paced and collaborative environment, where we'll encourage your professional development
- You'll work from home some of the time, but you'll also spend at least two days a week working in the Bristol office
What you'll do
As a Wealth Manager, you’ll be meeting the investment needs of our private banking clients, providing advice on wealth structuring, investments, offshore and onshore bonds and protection. You’ll manage the growth, profitability and business mix of your portfolio and deliver sustainable business growth across a broad product range.
We’ll look to you act as a role model to private bankers, as you demonstrate exemplary new business development, client management and stewardship.
You’ll also be:
- Undertaking investment and pension reviews, liaising with specialists where appropriate
- Identifying opportunities for referrals to the wider function and making sure that these are suited to the client’s needs
- Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes
- Promoting the bank’s image, reputation and credibility in defined priority markets, to strengthen and leverage the brand and build business opportunities
The skills you'll need
You'll need a QCF level 4 qualification, and you'll ideally hold, or have a commitment to progress to, a QCF level 6. You'll also possess an appropriate qualification in accordance with the FCA Training and Competence handbook.
What’s really important is your ability to become a trusted and respected adviser and adhere to the culture and principles of treating customers fairly and delivering outstanding levels of service.
Additionally, you’ll need:
- Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation
- Knowledge of current views on macro-economic environments and financial markets and the ability to articulate them
- The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence
- Proven competence in discussing advice pricing
Hours
35Job Posting Closing Date:
16/11/2026Ways of Working:HybridSkills Required
- QCF Level 4 qualification
- Appropriate qualification under the FCA Training and Competence handbook
- Investment expertise in client profiling, risk analysis, and asset allocation
- Knowledge of macroeconomic environments, financial markets, and asset classes
- Ability to build relationships with internal and external centers of influence
- Proven competence discussing advice pricing
- Trusted-adviser mindset and commitment to treating customers fairly
- QCF Level 6 qualification or commitment to progress toward it
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.
-
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.
-
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.
-
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.
.png){kind=logo}
