In this senior finance role, you partner with executive leaders to shape strategic direction for IP&S and FP within Private Banking & Wealth Management. You provide high-quality financial insight, challenge and guidance to support decision-making and drive sustainable growth. You’ll oversee performance, planning and risk, aligning resources with client outcomes. You work closely with cross-functional teams and leadership to influence the future client proposition.
Responsibilities
Shape financial performance across income, value to clients, product proposition, profitability and cost management
Lead business partnering across IP&S and FP including planning, forecasting and stress-testing
Manage all business finance requirements: month-end processes, strategic planning, reporting, risk/issues escalation
Provide critical review and challenge to optimize resource use in investment decisions and business cases
Partner with senior stakeholders ensuring decisions are underpinned by robust analysis and clear financial planning
Maintain regular exposure to Group Finance and NatWest Group leadership
Key requirements
Senior finance leadership experience in private banking or wealth management
Experience with investment solutions and assets under management/administration
Proven track record influencing senior stakeholders and shaping strategy in regulated environments
Strong financial credibility, judgement and resilience
Experience leading, developing and motivating high-performing finance teams
P&L leadership, investment decision-making and business performance management expertise
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.