Wealth Manager

Closing date for applications: 01/06/2026

Location Manchester, United Kingdom

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.

Senior Manager

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

\#R\-00275950

Job description
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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 deliver exceptional client service while delivering profitable and sustainable business growth


• You’ll be managing the investment needs of private banking clients and providing suitable wealth management advice


• In return, you'll achieve excellent exposure and gain the opportunity to make a real impact with your work

As a Wealth Manager, you’ll be managing a small or niche profitable portfolio of the most significant or most complex wealth investment clients, and delivering agreed activity, growth and business targets. You’ll also be profiling clients to understand their wealth investment requirements to make sure that the correct client outcomes are achieved.

You’ll also be:

• Undertaking the fulfilment of tasks relating to the on boarding and on going due diligence of clients in your portfolio


• Making sure all reports, documentation and systems recording are technically accurate, compliant and provide suitable outcomes for the client, while adhering to internal processes and procedures


• Ensuring the timely and appropriate resolution of the most ambiguous and complex queries for clients in order to build relationships and deliver a quality service


• Creating and maintaining an environment where private banking colleagues are engaged and motivated to deliver the highest quality customer outcomes and other business objectives

We’re looking for someone with a successful track record of delivering advice within a regulated environment. You’ll have high level knowledge and understanding of private banking and wealth management market place, clients, products and services, along with knowledge of the complex and ever\-changing regulatory, legal and tax environment.

You’ll hold an appropriate qualification in accordance with FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, as well as A CISI Level 4 certificate, or equivalent. And you’ll also be professionally qualified to QCF level 6 through the CISI, and hold the PCIAM qualification.

You’ll also demonstrate:

• Appropriate investment skills, including expertise in detailed client profiling, risk analysis and asset allocation, as well as being competent in presenting


• The ability to articulate current views on the macro\-economic environments and financial markets


• Strong client relationship management skills


• Proven competence in discussing advice pricing


• The ability to build powerful relationships with internal and external centres of influence

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.

Tap each segment for details.

Your pay package

80% Base pay This is the part your your pay package that you take home every month.

10% Pension funding 10% of your salary goes towards your pension every month.

10% Benefit funding 10% of your salary goes towards a range of benefits you can choose from.

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

Welcome to our Spinningfields hub
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Spinningfields is Manchester’s leading leisure, retail, and business district and home to some of the most incredible architecture, restaurants, flagship stores, and bars the city has to offer.

Key facts:

• Space for 1,345 colleagues from various teams across the bank


• Our outdoor roof terrace has panoramic views of the city


• Opened in 2023

This listing is from indeed. View original listing ↗