Wealth Management DPM Specialist

Barclays UK; Glasgow; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading financial services firm is seeking a DPM Product Specialist in Glasgow. This role involves developing client-facing investment materials and supporting Wealth Managers and Investment Advisors. Candidates should possess strong communication skills, technical proficiency with Excel and PowerPoint, and a motivation to obtain further qualifications. This opportunity offers a collaborative environment aimed at enhancing investment products and delivering quality client service.

Qualifications

• Develop and maintain client-facing investment materials.
• Support Wealth Managers and Investment Advisors in servicing clients.
• Demonstrate strong communication skills and attention to detail.

Responsibilities

• Assist in delivering investment propositions and materials.
• Manage production of pitchbooks and review packs.
• Contribute to projects intended to enhance service offerings.

Skills

Client-facing materials development

Excel proficiency

PowerPoint proficiency

Teamwork

Creative problem-solving

Education

Investment Advice Diploma or Level 4 qualification

Tools

VBA

Refinitiv Workspace

Job description

A leading financial services firm is seeking a DPM Product Specialist in Glasgow. This role involves developing client-facing investment materials and supporting Wealth Managers and Investment Advisors. Candidates should possess strong communication skills, technical proficiency with Excel and PowerPoint, and a motivation to obtain further qualifications. This opportunity offers a collaborative environment aimed at enhancing investment products and delivering quality client service.