At a Glance
- Tasks: Manage investment needs and develop holistic wealth plans for private banking clients.
- Company: Join a leading bank with a focus on client relationships and innovative financial solutions.
- Benefits: Enjoy a hybrid work model, 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 in clients' financial journeys.
- Qualifications: FCA-compliant qualifications and strong investment skills required.
The predicted salary is between 60000 - 75000 £ per year.
- Overview
- Join us as a Wealth Manager
We’ll look to you to manage the investment needs of our private banking clients.
In this influential role, you’ll be come a trusted adviser to 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 where you’ll attract new clients across the region into the bank.
You’ll work from home some of the time, but you’ll also spend at least two days a week working in the office.
Responsibilities
- Provide suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection.
- Manage the growth, profitability and business mix of an assigned portfolio.
- Undertake investment and pension reviews, engage specialists where appropriate, and ensure client experience guidelines are adhered to.
- Guide and motivate wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.
- Deliver profitable and sustainable business growth across a broad product range.
- Demonstrate outstanding client service, professionalism and risk management.
- Ensure the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients.
- Provide wealth management product advice and sales to clients in private wealth and private banking.
- Act as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship.
Qualifications and Skills
- An appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with a minimum of QCA level 4.
- Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
- An externally recognised qualification that will help deliver outstanding service to customers (progressing towards).
- Ability to articulate current views on 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.
- Ability to act as a representative in the market and build strong relationships with internal and external centres of influence.
- Working Arrangements
- Work model: Hybrid
- #J-18808-Ljbffr
Wealth Manager in Leeds employer: PVH (Tommy Hilfiger/Calvin Klein)
Intapp is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the accounting and consulting sectors across EMEA. With a strong commitment to employee growth, Intapp provides ample opportunities for professional development and leadership coaching, ensuring that team members thrive in their careers while contributing to the company's strategic vision. The culture is built on accountability and high performance, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.
Contact Details:
PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Manager in Leeds
✨Tap into Campus Networks
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We think you need these skills to ace Wealth Manager in Leeds
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 PVH (Tommy Hilfiger/Calvin Klein).
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Research and Reflect:Before hitting that 'apply' button on PVH (Tommy Hilfiger/Calvin Klein)'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 PVH (Tommy Hilfiger/Calvin Klein)
✨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 PVH (Tommy Hilfiger/Calvin Klein).
✨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 PVH (Tommy Hilfiger/Calvin Klein) 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 PVH (Tommy Hilfiger/Calvin Klein) 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.
