Wealth Manager Job at Barclays (Greater Manchester)

Wealth Manager

This is a unique opportunity to join a boutique, community-focused firm that ble...

Location

United States , Mill Valley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, or related field
Certified Financial Planner™ (CFP®) required
Series 65 or equivalent strongly preferred
5+ years of wealth management or advisory experience
Strong technical knowledge of planning, investments, and regulations
Excellent communication skills and a collaborative, client-first mindset

Job Responsibility

Manage and grow client relationships with a planning-first approach
Deliver tailored financial plans and investment advice
Support business development through client referrals and networking
Contribute to team culture and professional development
Ensure compliance and maintain accurate client records

What we offer

100% employer-paid health benefits (50% dependent coverage)
401k with company match + profit sharing
Unique perks like annual VIP music festival tickets and team outings
A collaborative, mission-driven culture that values both people and performance

Wealth Manager

Full-time Wealth Manager for a multi-office regional accounting and financial se...

Location

United States , Cherry Hill

Salary:

100000.00 USD / Year

Alloy Silverstein

Expiration Date

Until further notice

Requirements

Excellent business communication skills with emphasis on a positive customer service experience
Ability to multi-task in a fast-paced environment while balancing and prioritizing daily responsibilities
Thorough and detail-oriented
Strong computer skills
Prior system and program knowledge a plus: Microsoft Office Suite and Redtail CRM, financial planning software
Ability to maintain confidentiality and conduct business professionally
Reliable and dependable with an excellent attendance and punctuality record
Work well independently and in a team with positive attitude and professional presence
Have a focus on acting in the best interest of clients and prospective clients
College degree, preferably in Accounting and/or Finance

Job Responsibility

Managing the client experience by greeting clients with both verbal communication and written correspondence
Analyzing data for client meetings, investment and insurance recommendations
Preparing financial plans to meet client needs and goals
Maintaining comprehensive and accurate records, documentation, and reports to assure full compliance as required by board standards and our broker dealer
Updating CRM and logging of all of the Wealth Manager’s client interaction
Making recommendations for new client accounts
Reviewing insurance applications that are initiated by your Administrative Assistants, as well as other relevant information in connection with account opening
Keeping current on various licensing and Compliance requirements, including continuing education required by our broker-dealer
Attending weekly status and strategy meetings to address planning of priorities
Working alongside Marketing to plan mail/email newsletters and client marketing materials

Fulltime

Wealth Manager - Wealth Management

Location

United Kingdom , London; Ipswich; Greater Manchester; Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

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

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

Fulltime

Wealth Planning Associate / Wealth Manager

Jennifer Fukumae with Robert Half’s Financial Services Division is partnering wi...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CFP® designation (or in progress)
CFA is also highly valued
4+ years of experience in wealth management, financial planning, or a related role
Strong understanding of markets, portfolio construction, and financial planning concepts
Experience with tools such as eMoney or MoneyGuidePro (or similar platforms)
Advanced proficiency in Excel and strong analytical capabilities
Clear communicator with the ability to work with senior stakeholders and high-net-worth clients
Someone who is eager to grow into a client-facing advisory role over time

Job Responsibility

Partner with senior advisors to analyze client financial situations and develop holistic planning strategies
Assist in building and refining custom investment portfolios and asset allocation models
Support end-to-end client experience, including meeting prep, follow-ups, and action item tracking
Create tailored financial proposals and presentations for prospective and existing clients
Collaborate with internal investment leadership to deliver portfolio recommendations
Help coordinate and manage client meetings while ensuring seamless execution
Contribute to team leadership and support overall workflow across advisory functions

What we offer

100% employer-paid medical, dental, and vision for employees (and partial coverage for dependents)
401(k) with employer match
Parental leave and wellness benefits
Generous PTO plus additional paid birthday time
Monthly wellness and cell phone stipends
Learning & development budget to support ongoing growth
Donation matching and volunteer time off
Flexible benefits and supportive team culture

Fulltime

Senior Relationship Manager (Wealth)

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Randstad

Expiration Date

July 19, 2026

Requirements

Experience in the Financial Services industry, preferably experience as a personal banker
Candidates with any sales experience are encouraged to apply
A high degree of integrity and professionalism, and strong customer relationship management skill
Strong communication and interpersonal skills Dynamic, result driven and self motivated.

Job Responsibility

Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients
Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
Proactively cross-sell other banking products and services.

Fulltime

Virtual Wealth Manager

Join us as a Virtual Wealth Manager and play a meaningful role in shaping client...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

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

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

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

Fulltime

Relationship Manager (Wealth)

Location

Malaysia , Kuala Lumpur

Salary:

60000.00 - 100000.00 MYR / Year

Randstad

Expiration Date

July 04, 2026

Requirements

Prior experience in the Financial Services sector is highly advantageous, particularly in a Personal Banker or Wealth Management role
Open to all sales backgrounds: Ambitious professionals with a experienced in general sales are strongly encouraged to apply
Exceptional communication and interpersonal skills with a natural ability to build rapport
A high degree of integrity, professionalism, and dedication to client service
Flexible and highly self-motivated to achieve targets

Job Responsibility

Portfolio Management: Acquire and manage a portfolio of clients with an AUM ranging from 100k to 3 million
Wealth Advisory: Act as a trusted advisor by analyzing clients' financial goals and matching them with tailored investment strategies to expand their portfolios
Product Promotion: Market a comprehensive suite of retail banking solutions, including unit trusts, bancassurance, treasury products, credit cards, and deposits
Relationship Building: Cultivate strong, long-term relationships with both new and existing clients, proactively identifying cross-selling opportunities to mutually benefit the client and the institution

Relationship Manager | Wealth Management

Join a boutique wealth management firm known for personalized advice and long-te...

Location

United States , San Carlos

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree
3-6+ years in an RIA, brokerage, or family office
Familiarity with Fidelity, Schwab, Orion, or Redtail a plus
Strong attention to detail and problem-solving skills
Polished communication and ability to manage multiple priorities

Job Responsibility

Serve as a key contact for clients, anticipating needs and delivering thoughtful service
Lead and refine the onboarding process for new clients
Support financial planning and meeting preparation
Open and service accounts across custodial platforms
Coordinate with custodians, CPAs, and attorneys
Manage cashiering, client records, and CRM updates
Assist clients with platform access and account navigation

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

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