At a Glance
- Tasks: Manage banking and investment needs for private clients while delivering holistic wealth plans.
- Company: Join Coutts, a prestigious name in private banking with a strong reputation.
- Benefits: Flexible working options, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with extensive networking and career advancement opportunities.
- Why this job: Become a trusted adviser and make a real impact on clients' financial futures.
- Qualifications: FCA-compliant qualifications and expertise in investments and financial planning required.
The predicted salary is between 59400 - 72600 £ per year.
Join us as a Wealth Manager at Coutts, Edinburgh. We’ll look to you to manage the banking and investment needs of our private banking clients. In this influential role, you’ll become a trusted adviser to banking and investment clients as you develop and deliver their holistic wealth plans. With significant exposure, you’ll enjoy extensive networking as you liaise with multiple internal and external stakeholders. You’ll work from home some of the time, but you’ll also spend at least two days a week working from the Coutts Edinburgh office.
What you'll do
- Providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection.
- Managing the growth, profitability and business mix of an assigned portfolio.
- Undertaking investment and pension reviews, engaging specialists where appropriate, and ensuring that client experience guidelines are adhered to.
- Providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.
- Delivering profitable and sustainable business growth across a broad product range.
- Demonstrating outstanding client service, professionalism and risk management.
- Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients.
- Providing wealth management product advice and sales to clients in private wealth and private banking.
- Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship.
The skills you'll need
- Holding an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4.
- Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
- Working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.
- The ability to articulate current views on the macro-economic environments and financial markets.
- Good relationship and interpersonal skills.
- Proven track record of meeting financial and service targets.
- Extensive experience in pensions and financial planning.
- The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence.
Wealth Manager - Coutts 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.
