Vice President - Advisory and Managed Solutions, Wealth Management

Job Title: VP – Advisory and Managed Solutions, Wealth Management

Division: Retail Banking

Function: Wealth Management Products

The VP of Advisory and Managed Solutions, Wealth Management will establish the Advisory proposition to offer portfolio-based advisory services for our clients. In addition, the role holder’s responsibility will include promoting a professionally managed portfolio-based approach as the core offering of our Wealth management proposition. The jobholder will be responsible for overseeing a strategic partnership with an Asset Management company for the development of our Advisory and Managed solutions proposition encompassing: Strategic Asset Allocation (SAA), Tactical Asset Allocations (TAA), long-term investment themes, high-conviction investment ideas, model portfolios, discretionary and/ or multi-asset portfolios, and client investment content and publications. This role aims to enhance the ...