Financial Planning Advice Team Leader, Private Banking
Welcome to NatWest Group, one of the largest and most trusted financial institutions in the world. We are currently seeking a driven and experienced individual to join our team as a Financial Planning Advice Team Leader in our Private Banking sector. In this role, you will lead a team of financial planning advisors, providing expert guidance and support to our high net worth clients. As a leader in our organization, you will play a vital role in ensuring our clients receive top-notch financial planning advice to help them achieve their goals and secure their financial future. To be successful in this role, you must possess a strong background in financial planning, excellent leadership skills, and a passion for delivering exceptional customer service. Join us and be a part of a dynamic team dedicated to helping our clients thrive.
- Lead and manage a team of financial planning advisors, providing guidance, support, and direction to ensure the team's success.
- Develop and implement strategies to improve the team's performance and achieve financial goals.
- Maintain a thorough understanding of the financial planning industry and stay updated on industry trends and best practices.
- Conduct regular performance evaluations and provide coaching and training to team members to enhance their skills and knowledge.
- Collaborate with colleagues and stakeholders to create and implement financial planning strategies and solutions for high net worth clients.
- Ensure compliance with all regulatory requirements and company policies related to financial planning.
- Communicate with clients to understand their financial goals and objectives, and provide expert advice and recommendations.
- Monitor team's progress and provide regular reports to management on team performance, client feedback, and any issues or concerns.
- Foster a positive and professional team culture, promoting teamwork, collaboration, and excellent customer service.
- Stay up-to-date with industry developments and changes in regulations to provide the best possible service to clients.
Minimum Of 5 Years Of Experience In Private Banking And/Or Financial Planning Roles, With A Proven Track Record Of Success In Managing Client Relationships And Achieving Sales Targets.
Strong Knowledge And Understanding Of Financial Planning Principles, Products, And Regulations, Including Investment, Retirement, And Estate Planning.
Excellent Leadership Skills, With The Ability To Effectively Manage And Motivate A Team Of Financial Advisors And Support Staff To Deliver Exceptional Client Service And Drive Business Growth.
Demonstrated Ability To Develop And Implement Strategic Plans To Drive Business Growth And Achieve Financial Targets, While Also Effectively Managing Risk And Compliance.
Bachelor's Degree In Finance, Business, Or A Related Field, With Advanced Certifications Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Preferred.
Budgeting
Strategic Planning
Financial Planning
Performance Management
Team Management
Leadership
Compliance Knowledge
Investment Strategy
Risk assessment
Client Relations
wealth management
Sales Coaching
Communication
Conflict Resolution
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
Empathy
According to JobzMall, the average salary range for a Financial Planning Advice Team Leader, Private Banking in London, UK is £70,000 - £120,000 per year. However, this can vary depending on factors such as the individual's level of experience, the specific employer, and the location within London.
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NatWest Group plc is a majority state-owned British banking and insurance holding company, based in Edinburgh, Scotland.
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