This role serves as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success
Job Summary
This role serves as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
You will actively oversee investment approaches, provide thoughtful ongoing financial advice, and coordinate with specialists to align every aspect of clients' financial lives.
As part of Barclays' expanding Affluent segment, you will help close the Advice Gap in the UK by supporting clients with investable assets up to £3 million.
Matching Summary
This role serves as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Skills & Requirements
Must-have
Maintain High Net Worth client relationships
Provide tailored wealth management solutions
Conduct complex financial data analysis
Deliver regulated investment advice in UK
Manage client risk and compliance protocols
Nice-to-have
Experience building client base via networks
Strong negotiation skills for commercial outcomes
Ability to collaborate with cross-functional teams