Senior Finance Partner

Overview

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

• strong influencing and communication abilities
• resilience under high-stakes conditions
• sound judgement
• financial planning and forecasting
• stress-testing and risk assessment
• management reporting and performance insight

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