At a Glance
- Tasks: Advise clients on wealth structuring and investments while growing portfolio profitability.
- Company: Coutts, a prestigious private bank in Edinburgh.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement and client engagement.
- Why this job: Join a leading firm and make a real difference in clients' financial journeys.
- Qualifications: Experience in wealth management and strong relationship-building skills.
The predicted salary is between 59400 - 72600 £ per year.
Coutts in Edinburgh is seeking a Wealth Manager to advise private banking clients on wealth structuring, investments, offshore/onshore bonds, and protection.
You will grow the portfolio's profitability and guide wealth managers on complex planning.
You will undertake reviews, engage specialists, and ensure client experience guidelines are followed while building strong relationships with stakeholders.
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Hybrid Private Wealth Manager & Trusted Advisor 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.
