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Wealth Manager - Wealth Management

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Barclays

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Location:
United Kingdom , London ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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

Requirements:

  • 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

Nice to have:

  • 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

Additional Information:

Job Posted:
May 03, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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