Wealth Manager

Join us as a Wealth Manager, where you’ll play a key role in building lasting relationships with high-net-worth clients. As a trusted advisor, you’ll guide clients toward their financial objectives by providing tailored wealth planning advice, personalized investment solutions, credit strategies, and day-to-day banking services. By understanding each client’s unique circumstances and goals, you’ll offer bespoke advice and strategies to help them make informed financial decisions and secure their future.

In this role, you’ll engage with a diverse range of clients, using a holistic approach to wealth management and leveraging Barclays' broad range of financial products and services to create customized solutions. You’ll manage client portfolios, stay up to date with market trends, and collaborate with specialists in tax, retirement, and estate planning to ensure comprehensive advice.

Your focus will be on building trust and delivering exceptional service, ensuring clients feel valued at every stage of their financial journey. By nurturing these relationships, you’ll become a key partner in their financial success, making a meaningful impact in their lives. This is an exciting opportunity to thrive in a dynamic, rewarding environment.

To be successful as a Wealth Manager, you should have experience with:

- Relationship management, especially managing and handling the sophisticated needs of individuals and families,

- All candidates must be RDR level 4 qualified, having passed exams enabling them to provide financial advice in the UK against FCA activities 2, 3 or 4 (including securities),

- Broad experience of the Financial Services industry, in the areas of Retail regulated products/services to mass market and high net worth customers, and asset management.

Some other highly valued skills may include:

- Financial planning,

- Excellent communication and presentation skills.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Role is based in London.

This role is regulated by FCA.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. 

Accountabilities

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Vice President Expectations

• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.