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- Tasks: Help clients manage their wealth and achieve financial goals through expert advice.
- Company: Dynamic financial institution focused on client relationships and ethical practices.
- Benefits: Competitive salary, professional development, and a diverse work environment.
- Why this job: Make a real difference in people's lives by guiding their financial journeys.
- Qualifications: Degree in finance or related field; relevant experience preferred.
- Other info: Join a team that values diversity and offers growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Overview About the RoleAs 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
Networking is key! Get out there and connect with people in the finance world. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You need to be able to clearly communicate your value as a Wealth Manager. Think about how you can help clients grow their wealth and tailor your message to resonate with their needs. We recommend rehearsing with friends or family to get comfortable.
✨Tip Number 3
Stay updated on market trends! As a Wealth Manager, you’ll need to demonstrate your knowledge of the investment landscape. Follow financial news, read reports, and maybe even subscribe to some industry newsletters. This will help you impress potential employers and clients alike.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re genuinely interested in joining our team. Don’t miss out on the chance to land that dream job!
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Know Your Stuff: Make sure you brush up on your knowledge of financial markets and investment trends. We want to see that you’re not just applying for the role, but that you genuinely understand what it means to be a Wealth Manager.
Tailor Your Application: Don’t just send in a generic CV and cover letter. Take the time to tailor your application to highlight how your skills and experiences align with our job description. Show us why you’re the perfect fit!
Be Client-Centric: Since this role is all about building strong client relationships, make sure to showcase your interpersonal skills. Share examples of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
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 potential clients. Think about questions you could ask to understand their financial goals better and demonstrate your commitment to their success.
✨Showcase Your Compliance Knowledge
Familiarise yourself with the latest regulations like MiFiD II and Consumer Duty principles. 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 a successful outcome for a client.
