at Barclays
Bulge Bracket Investment BanksPosted 6 days ago
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**Wealth Manager - Wealth Management** Guide high net worth clients towards long-term financial goals. Implement investment strategies, provide personalized advice, and ensure cohesive financial management. Collaborate within Barclays' Wealth Management Business to expand support for affluent clients. Build strong relationships, understand clients' priorities, and offer tailored solutions. Required: RDR Level 4 qualification, relationship management experience, and understanding of wealth management solutions. Role can be based in Birmingham or Manchester.
- Compensation
- Not specified GBP
- City
- Birmingham, Manchester
- Country
- United Kingdom
Currency: £ (GBP)
Full Job Description
Join us as a Wealth Manager and take on a role where your experience truly makes a difference in clients lives. As a trusted advisor, you will guide clients once their longterm goals and financial plan have been established, stepping in to implement and manage the strategies that help turn those needs into reality. You will actively oversee their investment approach, provide thoughtful and ongoing financial advice, make necessary portfolio adjustments, and coordinate with specialists to ensure every aspect of their financial life is aligned and wellmanaged.
This role is part of our Wealth Management Business, a growing area for the bank. Were expanding our ability to support clients with investable assets up to 3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each clients needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.
In this role, you will build deep, meaningful relationships with clientslistening carefully, understanding what matters most to them, and offering bespoke solutions that support their financial and lifestyle goals. Whether they are preparing for retirement, investing for the future, or navigating daytoday banking needs, you will be the steady, knowledgeable partner they rely on for clarity and confidence.
As part of a collaborative and forwardthinking team at Barclays, you will work in an environment that values integrity, innovation, and doing what is right for the client. This is your opportunity to make a genuine impactnot just on portfolios, but on peoples livesby helping them grow, protect, and plan for the future with assurance and care.
To be successful as a Wealth Manager, you should have experience with:
Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service
Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationshipmanagement skills; experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous
Gaining a thorough understanding of clients goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions
Some other highly valued skills may include:
Experience of providing Regulated Advice within the UK to High Net worth clients,
Experience of building a client base using internal and external networks,
Be effective in gaining an in-depth understanding of clients needs and advising on a diverse range of wealth management solutions,
Knowledge of delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome
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.
This role can be based in Birmingham or Manchester
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
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.
Assistant Vice President Expectations
- To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
- Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others.
- OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
- Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
- Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
- Take ownership for managing risk and strengthening controls in relation to the work done.
- Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
- Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
- Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
- Influence or convince stakeholders 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.
