Wealth Manager - Wealth Management

Barclays

Canary Wharf, London, GB
Client relationship management
Financial goal identification
Investment portfolio analysis
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.
  • Advise and influence decision making, contribute to policy development, and take responsibility for operational effectiveness, collaborating closely with other functions/business divisions.
  • Build deep, meaningful relationships with clients, offering bespoke solutions that support their financial and lifestyle goals as a steady, knowledgeable partner.

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 goal identification
  • Investment portfolio analysis
  • Strategic recommendation development
  • Customized solution design
  • Risk assessment and mitigation

Nice-to-have

  • Collaborative team environment
  • Forward-thinking team culture
  • Integrity and innovation focus
  • Client-centric approach

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