Wealth Manager - Wealth Management Job at Barclays (London)

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Guide clients once their long‑term goals and financial plan have been established, stepping in to implement and manage the strategies
Actively oversee their investment approach, provide thoughtful and ongoing financial advice, make necessary portfolio adjustments, and coordinate with specialists
Build deep, meaningful relationships with clients—listening carefully, understanding what matters most to them, and offering bespoke solutions
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design of customised solutions that address the client's specific needs and objectives
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support
Assessment of financial, legal, and operational risks associated with client relationships
Documentation of all client interactions, transactions, and agreements
Monitoring of client satisfaction, revenue generated, and other relevant metrics

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 relationship‑management 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
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 client’s 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

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 client’s 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