Assist relationship managers to effectively manage their client portfolios and optimise the client experience by maintaining client information, managing contracts, and preparing reports
Job Summary
Assist relationship managers to effectively manage their client portfolios and optimise the client experience by maintaining client information, managing contracts, and preparing reports.
Provide support to relationship managers with planning, tracking, and the execution of complex client projects by managing timelines and resources.
Supervise, coach, and develop Wealth Planners and Wealth Managers, leading key initiatives and providing SME expertise to support the Mass Affluent business.
Matching Summary
Assist relationship managers to effectively manage their client portfolios and optimise the client experience by maintaining client information, managing contracts, and preparing reports.
Skills & Requirements
Must-have
client portfolio management
transaction processing
market trend analysis
client data analysis
communication management
risk and controls culture
Nice-to-have
strategic thinking
digital and technology
influencing and negotiating skills
Barclays Values and Mindset
Key Requirements
Level 4 (RDR activity 4) or above Financial Planning qualification
Previous experience supervising and managing advisers
Strong written and verbal communication skills
In-depth knowledge of regulator guidance
Extensive experience in financial services
Relevant supervisory experience across the UK market