Wealth Manager

1 week ago

Edinburgh, United Kingdom Barclays Bank UK PLC Full time
Wealth Manager
Edinburgh

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.

As a Barclays Wealth Manager, you'll join a team of specialists within Private Bank & Wealth Management, helping clients create financial plans for their future through a full-service offering, including financial planning, investment management, lending, banking and cash management. As a trusted adviser, you'll have the chance to understand customers' needs and long-term goals, providing investment and planning advice to work towards their financial and lifestyle ambitions, partnering with the Wealth Planner when detailed needs are identified.

Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity - helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, 'anchor', days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

What will you be doing?
• Achieving independently personal objectives and assisting in achieving team targets, deepening the relationships we have with customers
• Delivering high quality bespoke investment and planning advice, maximising value for customers, ensuring investments are invested in line with customer needs
• Understanding the risks associated with investment products; in particular, the relationship between customer attitudes to risk and the suitability of financial products
• Utilising fully and engaging the Wealth Manager toolset, systems and platforms, and challenging current standards to continuously improve quality
• Engaging with digital technologies, products and solutions that are relevant to the Wealth proposition and can use them to enhance the service provided to clients
• Maintaining the highest levels of customer service and delivery, discussing markets, their issues, and opportunities with prospective and existing customers
• Acting as a key contact and recognised as an expert for all Wealth Proposition products e.g., Banking and Credit
• Acting as the key liaison between the customer and other parts of the Barclays group

What we're looking for:
• A financial planning qualification with a minimum of Level 4, and satisfaction of the FCA criteria for an approved person both initially and ongoing
• Appropriate technical/product knowledge of pensions and Investment Advice in the UK and a good understanding of the current UK taxation system
• Experience of controlling and monitoring risk within a client book
• Broad experience of the Financial Services industry, particularly in the areas of Retail regulated products/service to mass market and asset management

Skills that will help you in the role:
• Experience of building a customer base using internal and external networks
• Excellent interpersonal and communication skills

Where will you be working?
Located in the Heart of Edinburgh's West End, our new refurbished offices are set across 4 floors of a beautiful Georgian townhouse. We are also conveniently located close to many shops and restaurants in this vibrant part of the city. Our location is ideally situated with excellent transport links.

#LI-Hybrid

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