Senior Wealth Planner - Strategic Client Wealth Partnerships

Barclays Capital; Birmingham; On-site; GBP 65,000 - 90,000; Full time

Job summary

Barclays Capital in the United Kingdom seeks a Senior Wealth Planner to build and nurture profitable partnerships with both corporate and individual clients. You will act as the bridge between the bank's offerings and clients' needs, delivering tailored wealth management strategies and investment advice.

You will manage client relationships, assess goals, risk tolerance, and market conditions; design customised solutions from Barclays' portfolio; communicate value, and document interactions for

Responsibilities

• Manage client relationships to identify goals and risk tolerance.
• Analyze data from investment portfolios and cash flow to identify trends.
• Research client industries, regulations, and competition to inform recommendations.
• Design customised wealth solutions from Barclays' portfolio.
• Communicate value, justify recommendations, and negotiate terms.
• Provide investment guidance, risk and wealth management strategies.
• Assess financial, legal, and operational risks and minimise potential losses.
• Document all client interactions and agreements for auditability.
• Monitor client satisfaction and revenue to evaluate relationship management.

Skills

Relationship management

Investment advice

Risk assessment

Job description

Barclays Capital in the United Kingdom seeks a Senior Wealth Planner to build and nurture profitable partnerships with both corporate and individual clients. You will act as the bridge between the bank's offerings and clients' needs, delivering tailored wealth management strategies and investment advice.

You will manage client relationships, assess goals, risk tolerance, and market conditions; design customised solutions from Barclays' portfolio; communicate value, and document interactions for