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Virtual Wealth Manager

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Barclays

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Location:
United Kingdom , London

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Category:
Consulting

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Join us as a Virtual Wealth Manager and play a meaningful role in shaping clients' financial futures. As a trusted advisor, you will support clients remotely once their long‑term goals and financial plans are in place. You will implement, manage, and refine strategies that help turn ambition into practical outcomes. You will provide holistic wealth planning advice, manage investment portfolios, and offer credit and everyday banking solutions. As circumstances change, you will adjust plans thoughtfully and responsibly. Working closely with specialist partners, you will help ensure every element of a client's financial life is aligned and well managed. Relationships sit at the heart of this role. You will develop lasting connections with High Net Worth clients by listening carefully and understanding what matters most to them. You will deliver bespoke solutions that support both financial and lifestyle goals. This may include retirement planning, wealth growth and protection, or navigating complex financial decisions. Through virtual engagement, you will offer clarity, continuity, and reassurance. As part of a collaborative and forward‑looking team at Barclays, you will work in an environment that values integrity, innovation, and doing what is right for our clients.

Job Responsibility:

  • Support clients remotely in implementing, managing, and refining financial strategies
  • Provide holistic wealth planning advice, manage investment portfolios, and offer credit and everyday banking solutions
  • Adjust plans thoughtfully as circumstances change
  • Develop lasting connections with High Net Worth clients
  • Deliver bespoke solutions supporting financial and lifestyle goals
  • Offer clarity, continuity, and reassurance through virtual engagement

Requirements:

  • Building and nurturing relationships within a High Net Worth client base
  • Using internal partnerships and external networks to grow and sustain a client portfolio
  • Holding RDR Level 4 qualification, ideally with experience in wealth planning
  • Working in a client‑facing role supporting individuals and families with complex financial needs
  • Developing a clear understanding of clients’ goals, priorities, and circumstances
  • Providing tailored advice across a wide range of wealth management solutions

Nice to have:

  • Experience providing regulated advice to High Net Worth clients within the UK
  • The ability to develop a client base through long‑term relationships, collaboration, and referrals
  • A considered approach to personalised advice that balances client outcomes with responsible commercial thinking
  • A good understanding of FCA requirements and the ability to meet approved‑person standards on an ongoing basis
  • Confidence in areas such as risk awareness and controls, adapting to change, sound judgement, strategic thinking, and effective use of digital tools and technology
What we offer:
  • Flexible working arrangements
  • Hybrid working with fixed anchor days at onsite location
  • Access to cycle hire and parking areas
  • Shower and changing facilities
  • CoSpace drop-in co-working space
  • Wellness Suite with gym, exercise studios, personal training, massage therapy
  • Advanced trading floors
  • Supportive and inclusive culture

Additional Information:

Job Posted:
May 14, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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