Wealth Manager

Barclays

Canary Wharf, United Kingdom
Client relationship management
Financial planning and advice
Investment portfolio management
Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs

Job Summary

  • Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
  • Manage client relationships to identify financial goals, challenges, and risk tolerance, supporting analysis of data to identify trends and areas for improvement.
  • Design customized solutions, communicate value propositions, and provide expert investment advice, risk management, and wealth management strategies.

Matching Summary

Establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and advice
  • Investment portfolio management
  • Risk assessment and mitigation
  • Regulatory compliance
  • Data analysis and insights

Nice-to-have

  • Building client base
  • Strategic recommendations
  • Negotiating terms
  • Collaborative environment
  • Forward-thinking team

Key Requirements

  • RDR Level 4 qualification
  • Financial planning qualification
  • Experience with High Net Worth clients
  • Experience providing Regulated Advice in the UK

Work Rights

Not specified

Tailored Resume

Cover Letter