Strategic Discretionary & Advisory Portfolio Lead in City of Westminster
Strategic Discretionary & Advisory Portfolio Lead

Strategic Discretionary & Advisory Portfolio Lead in City of Westminster

City of Westminster Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead strategic development of investment propositions and manage complex projects.
  • Company: Leading financial institution with a focus on innovation and client service.
  • Benefits: Competitive compensation and excellent growth opportunities.
  • Why this job: Shape the future of wealth management and make a real impact.
  • Qualifications: Expertise in portfolio management and understanding of the UK Wealth Management market.
  • Other info: Dynamic role with opportunities to advise senior stakeholders.

The predicted salary is between 43200 - 72000 £ per year.

A leading financial institution is seeking a Discretionary and Advisory Portfolio Service Offering Manager. In this role, you will shape the strategic development of investment propositions across client segments, leading complex projects and providing expert advice to senior stakeholders.

The ideal candidate will possess deep expertise in portfolio management services and have a strong understanding of the UK Wealth Management market. Competitive compensation and growth opportunities are offered.

Strategic Discretionary & Advisory Portfolio Lead in City of Westminster employer: NatWest Group

As a leading financial institution, we pride ourselves on fostering a dynamic work culture that encourages innovation and collaboration. Our employees benefit from competitive compensation packages, comprehensive growth opportunities, and the chance to work on impactful projects that shape the future of wealth management in the UK. Join us to be part of a team that values expertise and offers a supportive environment for professional development.
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Contact Detail:

NatWest Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Strategic Discretionary & Advisory Portfolio Lead in City of Westminster

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.

✨Tip Number 2

Prepare for those interviews! Research the company and its investment propositions thoroughly. Be ready to discuss how your expertise in portfolio management can add value to their strategic goals.

✨Tip Number 3

Showcase your skills! Create a portfolio or presentation that highlights your past projects and successes in discretionary and advisory services. This will help you stand out and demonstrate your capabilities to potential employers.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, so make sure you take advantage of everything we offer to boost your chances.

We think you need these skills to ace Strategic Discretionary & Advisory Portfolio Lead in City of Westminster

Portfolio Management
Investment Propositions
Project Management
Stakeholder Engagement
UK Wealth Management Knowledge
Strategic Development
Advisory Services
Complex Problem Solving

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Strategic Discretionary & Advisory Portfolio Lead role. Highlight your expertise in portfolio management services and any relevant projects you've led.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention your understanding of the UK Wealth Management market and how you can contribute to shaping investment propositions.

Showcase Your Project Experience: Since this role involves leading complex projects, be sure to include specific examples of projects you've managed. Detail your approach and the outcomes to demonstrate your capability in handling similar challenges.

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’re considered for this exciting opportunity at our leading financial institution.

How to prepare for a job interview at NatWest Group

✨Know Your Portfolio Management Inside Out

Make sure you brush up on your knowledge of portfolio management services. Be prepared to discuss specific strategies and how they apply to different client segments. This will show that you have the expertise needed for the role.

✨Understand the UK Wealth Management Market

Familiarise yourself with current trends and challenges in the UK Wealth Management market. Being able to speak confidently about these topics will demonstrate your deep understanding and make you stand out as a candidate.

✨Prepare for Complex Project Discussions

Think of examples from your past experiences where you've led complex projects. Be ready to explain your approach, the challenges you faced, and how you provided expert advice to senior stakeholders. This will highlight your leadership skills.

✨Showcase Your Strategic Thinking

During the interview, emphasise your ability to shape strategic development. Discuss how you would approach developing investment propositions and how you can add value to the organisation. This will align with what they are looking for in a candidate.

Strategic Discretionary & Advisory Portfolio Lead in City of Westminster
NatWest Group
Location: City of Westminster

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  • Strategic Discretionary & Advisory Portfolio Lead in City of Westminster

    City of Westminster
    Full-Time
    43200 - 72000 £ / year (est.)
  • N

    NatWest Group

    50-100
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