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For Companies At a Glance
- Tasks: Help clients manage their wealth and investments while building strong relationships.
- Company: Dynamic financial institution focused on client success and ethical practices.
- Benefits: Competitive salary, professional development, and a diverse work environment.
- Why this job: Make a real difference in clients' lives by helping them achieve their financial goals.
- Qualifications: Degree in finance or related field; experience in investment sector preferred.
- Other info: Join a team that values diversity and offers excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Overview
About the Role
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.
Responsibilities
- Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
- 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.
- 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.
- 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
- 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).
Required Skills
- Relevant experience in the investment sector with deep understanding of investment markets.
- The ability to analyse financial data, market trends, and investment options.
- Strong interpersonal and communication skills are essential for building and maintaining client relationships.
- 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, client confidentiality, ethical and professional approach to work.
Equal Opportunity Statement
- We are committed to diversity and inclusivity.
Employment details
- Location: Greater London, England, United Kingdom
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Wealth Manager employer: HBL Bank UK
Contact Detail:
HBL Bank UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance world. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you’re chatting with potential clients or at networking events, share insights about market trends or investment strategies. This not only showcases your knowledge but also builds trust with those who might want to work with you.
✨Tip Number 3
Practice your pitch! Whether it’s a casual conversation or a formal meeting, being able to clearly articulate how you can help clients achieve their financial goals is key. Keep it client-centric and focus on their needs.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for talented Wealth Managers like you. Make sure your application stands out by highlighting your relevant experience and skills directly related to the role.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Show Your Passion for Wealth Management: When writing your application, let your enthusiasm for wealth management shine through. We want to see how you connect with the role and why you're excited about helping clients grow their financial assets.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Wealth Manager position. Highlight relevant experience and skills that align with our job description, so we can see how you fit into our team.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key achievements stand out. This helps us quickly understand your strengths.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at HBL Bank UK
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of global markets and investment trends. Being able to discuss recent developments or changes in the financial landscape will show that you're not just knowledgeable but also genuinely interested in the field.
✨Build Rapport with Clients
Since the role is all about client relationships, practice how you would engage with clients. Think about questions you might ask to understand their financial goals better and how you can tailor your approach to meet their needs.
✨Showcase Your Compliance Knowledge
Familiarise yourself with the latest regulations like FCA and MiFiD II. Be prepared to discuss how you would ensure compliance in your role, as this is crucial for maintaining trust and integrity in client relationships.
✨Demonstrate Your Analytical Skills
Be ready to talk about how you analyse financial data and market trends. You might even want to prepare a case study or example from your past experience where your analytical skills led to successful outcomes for clients.
