Wealth Management Specialist

7 days ago

London, Greater London, United Kingdom Barclays UK Full time

At Barclays UK, we are seeking a highly skilled Wealth Management Specialist to join our team. This is an exciting opportunity to work with high net worth clients and provide them with bespoke wealth planning advice, investment solutions, and day-to-day banking services.

About the Role

This role involves understanding the needs and goals of our clients and providing them with expert advice to help them achieve their long-term financial and lifestyle goals. You will be responsible for managing and handling the sophisticated needs of our professional client base, including law, accountancy, and insurance professionals.

  • We are looking for individuals who have RDR level 4 qualifications or equivalent, preferably with experience in providing financial advice in the UK against FCA activities 2 and 3 or 4.
  • Broad experience of the Financial Services industry, particularly in Retail regulated products/services to mass market and high net worth customers, and asset management.

You may be assessed on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology. Additionally, you will need to demonstrate technical skills specific to the job.

Key Responsibilities

Your key responsibilities will include:

  • Managing client relationships to identify financial goals, challenges, and risk tolerance, supporting analysis of data obtained from various sources, including the investment portfolio and cash flow.
  • Researching and understanding client industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
  • Designing customised solutions addressing client specific needs and objectives, incorporating a range of products and services from our portfolio.
  • Communicating value proposition of proposed solutions, justifying recommendations, and negotiating terms beneficial for both client and bank.

Additionally, you will provide guidance to clients to support their financial decisions, offering expert investment advice, risk management, and wealth management strategies. You will also assess financial, legal, and operational risks associated with client relationships and implement measures to minimise potential losses.

Requirements

To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as strong analytical and problem-solving abilities. You must also be able to work effectively in a fast-paced environment and meet deadlines.

The salary for this position is estimated to be around £70,000-£100,000 per annum, depending on experience and qualifications.

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