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National Westminster Bank PLC logo

Wealth Manager - job post

National Westminster Bank PLC
3.7 out of 5 stars
Sheffield•Hybrid work
£73,800 - £110,700 a year - Permanent, Full-time
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Job details

Pay

  • £73,800 - £110,700 a year

Job type

  • Permanent
  • Full-time

Location

Sheffield•Hybrid work

Benefits

Pulled from the full job description

  • Annual leave
  • Company pension

Full job description

Closing date for applications: 23/07/2026

Location Sheffield, United Kingdom

Salary £73,800 – £110,700

Job typePermanent | Contract typeFull Time

Remote / On-site Hybrid

You’ll spend some of your time at home, working with your team digitally. You’ll also regularly work at your office or hub to collaborate with your colleagues.

Managerial / Technical Lead

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00281769


Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

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 become 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

What you'll do

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. And we’ll look to you to manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. And you’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll also be:

  • 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

To succeed in this role, you’ll hold 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. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll also demonstrate:

  • 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

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Please note, the presented benefits packages are based on the minimum base salary.

Tap each segment for details.

Your pay package

£

Your leave allowance

30 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

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