DPM Product Specialist
Barclays(1 month ago)
About this role
The DPM Product Specialist at Barclays in Glasgow supports the Wealth Management investment proposition by developing and maintaining client-facing product materials and tools. They act as a subject-matter expert on discretionary portfolio management products, helping colleagues and clients understand offerings and supporting automation to improve service efficiency. The role collaborates across product development, marketing, sales and client-facing teams to enhance the investment proposition and client experience.
Required Skills
- Client Materials
- Pitchbooks
- Review Packs
- Excel
- PowerPoint
- VBA
- Refinitiv Workspace
- Analysis
- Presentation
- Stakeholder Management
+5 more
Qualifications
- Investment Advice Diploma
- Level 4 Qualification
About Barclays
home.barclaysBarclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
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