Private Banking Wealth Planner β€” Hybrid in St Albans

Private Banking Wealth Planner β€” Hybrid in St Albans

St Albans Full-Time 49500 - 60500 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Deliver bespoke wealth management guidance and nurture client relationships.
  • Company: Royal Bank of Scotland, a leader in private banking.
  • Benefits: Hybrid working model, competitive salary, and professional development opportunities.
  • Other info: Join a dynamic team with a focus on growth and compliance.
  • Why this job: Make a real difference in clients' financial futures while growing your expertise.
  • Qualifications: Experience in financial planning and strong relationship-building skills.

The predicted salary is between 49500 - 60500 Β£ per year.

Royal Bank of Scotland in St Albans is seeking a Financial Planning Specialist to deliver bespoke wealth management guidance for private banking clients.

The role focuses on investment needs, wealth structuring and protection across offshore/onshore bonds.

You will nurture relationships, promote growth, and maintain market awareness while adhering to regulatory standards and the FCA Training & Competence framework.

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Private Banking Wealth Planner β€” Hybrid in St Albans employer: Royal Bank of Scotland

Royal Bank of Scotland offers an exceptional work environment in St Albans, where employees are empowered to provide tailored wealth management solutions for private banking clients. With a strong focus on professional development, a collaborative culture, and a commitment to regulatory excellence, this role not only fosters personal growth but also allows you to make a meaningful impact in clients' financial journeys.

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Contact Details:

Royal Bank of Scotland Recruitment Team

We think you need these skills to ace Private Banking Wealth Planner β€” Hybrid in St Albans

Financial Planning
Wealth Management
Investment Analysis
Wealth Structuring
Regulatory Compliance
Relationship Management
Market Awareness