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Hybrid Wealth Adviser – Natwest

Posted on February 18, 2021 by -

Blog

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.

  • 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
  • Making sure that customer reviews are completed accurately and on time, including updating profiles and wealth balance sheets for all customers
  • Keeping up-to-date with financial markets and macroeconomic news, and remaining well informed of the views of markets and asset classes

Click here to apply now! 

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