Wealth Manager

London, United Kingdom | Barclays

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
Job Description:
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As a Barclays Wealth Manager, you will be identifying, planning and developing new wealth management relationships. You will have the opportunity to get involved in presenting to clients as a key representative of the bank and an investment professional, to a variety of audiences. You will also be achieving personal and team goals for new assets, clients and revenues. 

What will you be doing?

• Working on your own volition to achieve personal objectives and assist in achieving team targets for: new clients/ assets/ revenues

• Becoming a ‘go to’ person within the team and key contact for banking products, credit advice and client queries

• Being the key interface between the client and other parts of the Barclays group, including wealth advisory, discretionary portfolio management and the investment advisory teams

• Discussing markets, their issues and opportunities with clients

• Utilising the banker toolset and systems platforms and challenge current standards to continuously improve quality

What we’re looking for:

• Achieving RDR level four, including securities and derivatives / level six (desired)

• Being effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions

• Delivering high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome

• Having excellent market exposure and multi-disciplined wealth management expertise and excellent business development/cold calling skills

Skills that will help you in the role:

• Having excellent interpersonal and communication skills.

• Having an entrepreneurial spirit but also have a collegiate approach.

• Willing to embrace a challenge and an evolving/changing environment.

• Displaying a constructive approach with the ability to relate to and accommodate a diverse range of personalities.

Regulated Role:

This role is deemed as a Certified role under the PRA & FCA - Individual Accountabilities Regulations and may require you to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks