At a Glance
- Tasks: Manage client portfolios and deliver tailored wealth management advice.
- Company: Dynamic private banking firm focused on client relationships and growth.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Join a motivated team dedicated to delivering exceptional client service.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Experience in regulated environments and relevant financial qualifications required.
The predicted salary is between 49500 - 60500 £ per year.
Join us as a Wealth Manager. We’re looking for someone to develop new and existing relationships internally and externally and drive the acquisition of new clients in the market. 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:
- Manage a small or niche profitable portfolio of the most significant or most complex wealth investment clients, and deliver agreed activity, growth and business targets.
- Profile clients to understand their wealth investment requirements to ensure that the correct client outcomes are achieved.
- Undertake the fulfilment of tasks relating to the onboarding and ongoing due diligence of clients in your portfolio.
- Ensure all reports, documentation and systems recording are technically accurate, compliant and provide suitable outcomes for the client, while adhering to internal processes and procedures.
- Ensure the timely and appropriate resolution of the most ambiguous and complex queries for clients in order to build relationships and deliver a quality service.
- Create and maintain 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:
- A successful track record of delivering advice within a regulated environment.
- High level knowledge and understanding of private banking and wealth management marketplace, clients, products and services, along with knowledge of the complex and ever-changing regulatory, legal and tax environment.
- 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.
- Professionally qualified to QCF level 6 through the CISI, and hold the PCIAM qualification.
- 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: 35
Job Posting Closing Date: 10/08/2026
Ways of Working: Hybrid
Location: Aberdeen
Type: Full time
Wealth Manager in Huntly employer: NatWest Group
Coutts & Co is an exceptional employer, offering a unique opportunity to join a leading Private Banking and Wealth Management firm during a pivotal growth phase. With a collaborative work culture that prioritises professional development, employees are encouraged to influence strategic decisions while receiving support from senior leaders. The role of Managing Legal Counsel not only provides a platform for impactful legal work but also fosters an environment where innovation and efficiency are valued, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Manager in Huntly
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NatWest Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Manager in Huntly
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NatWest Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NatWest Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NatWest Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NatWest Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NatWest Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NatWest Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
