Wealth Manager - Wealth Management

About the role

Barclays is recruiting a Wealth Manager for its Wealth Management Business in Manchester. The role establishes and nurtures profitable partnerships with corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs. It sits within the Affluent segment, supporting investable assets up to £3 million and closing the Advice Gap in the UK.

Key responsibilities

• Manage client relationships, identifying financial goals, challenges and risk tolerance, and analyse portfolio and cash-flow data to spot trends and opportunities.
• Research industry trends, regulation and competition to inform strategic recommendations.
• Design customised solutions combining products and services from the bank's portfolio, and negotiate terms that benefit both client and bank.
• Provide investment advice, risk management and wealth management guidance, and keep clients informed on market trends.
• Assess financial, legal and operational risks and document all client interactions and agreements.
• Monitor client satisfaction, revenue and other metrics to evaluate relationship management effectiveness.

Required profile

• Experience maintaining and deepening relationships with a High Net Worth client base.
• RDR Level 4 qualification, complemented by a financial planning qualification; direct experience with individuals and families is highly advantageous.
• Ability to understand clients' goals and circumstances and give tailored guidance across wealth management solutions.
• For Assistant Vice President level: leading a team, setting objectives, coaching staff and handling escalated issues.

Required skills

• Regulated advice experience with High Net Worth clients in the UK is highly valued.
• Built client base through internal and external networks.
• Negotiating commercial outcomes and delivering bespoke advice.
• Complex data analysis, stakeholder communication and risk and controls awareness.