NatWest Bank Jobs – Digital Wealth Manager

Website NatWest

Job Description:

As a Hybrid Wealth Adviser, you’ll be managing the investment needs of your customers and providing suitable wealth management advice on investments and protection through our hybrid channels. You’ll be building and maintaining strong customer relationships, making sure that customer requests are responded to quickly and efficiently to drive high customer retention and satisfaction.

Job Responsibilities:

  • Making sure that customer reviews are completed accurately and on time, including updating profiles and wealth balance sheets for all customers
  • Identifying opportunities for referrals to the wider business and making sure that these are captured by the most appropriate segment for the customer’s needs
  • Delivering profitable and sustainable assets under management growth for the business across a broad range of products
  • Undertaking investment and pension reviews and making sure that the customer experience guidelines are adhered to
  • Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes

Job Requirements:

  • The ability to work well as part of a team
  • Strong relationship management, interpersonal and communication skills
  • Strong numeracy and Microsoft Office skills
  • The ability to articulate current views on macroeconomic environments and financial markets
  • Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation
  • CISI 4 qualification is essential

Job Details:

Company: NatWest

Vacancy Type:  Full Time

Job Location: Leeds, United Kingdom

Application Deadline: N/A

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