Wealth Manager

Barclays UK; Belfast; On-site; GBP 40,000 - 70,000; Full time

Job summary

Join a leading company as a Wealth Manager, where you'll act as a trusted advisor, managing relationships with clients to achieve their financial goals. This role includes providing tailored wealth planning and investment solutions, requiring significant experience in financial services and relevant qualifications.

Qualifications

• RDR level 4 qualified with financial advice exams.
• Broad experience in Financial Services, asset management.
• Ability to understand clients' sophisticated needs.

Responsibilities

• Manage client relationships to identify financial goals.
• Design customized solutions using bank products.
• Assess financial and operational risks associated with clients.

Skills

relationship management

financial planning

good communication skills

presentation skills

Education

RDR level 4 qualification

Job description

Join us as a Barclays Wealth Manager, where you will have an exciting chance to act as a trusted advisor to clients to achieve their financial goals, provide wealth planning advice, investment solutions, credit solutions and day to day banking services. In your role, you will understand the needs and goals of clients and provide them with bespoke advice that helps them work towards their long term financial & lifestyle goals.

To be successful as a Wealth Manager, you should have experience with:

- relationship management, especially managing and handling the sophisticated needs of a professional client base (for example law, accountancy and insurance professionals)

- all candidates must be RDR level 4 qualified, preferably having passed exams enabling them to provide financial advice in the UK against FCA activities 2 and 3 or 4

- broad experience of the Financial Services industry, in the areas of Retail regulated products/services to mass market and high net worth customers, and asset management.

Some other highly valued skills may include:

- financial planning

- good communication and presentation skills.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Role is based in Belfast.

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

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Accountabilities

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Assistant Vice President Expectations

• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.