Wealth Manager
Barclays(1 month ago)
About this role
A Wealth Manager at Barclays establishes and nurtures profitable relationships with corporate and individual clients, acting as the bridge between the bank's offerings and clients' financial needs. The role focuses on implementing and managing tailored strategies to help clients achieve long-term goals, providing ongoing guidance on investments, risk management and wealth planning. This position is based in London and contributes to broader bank strategy and client outcomes.
Required Skills
- Client Relationships
- Financial Advice
- Wealth Management
- Investment Advice
- Risk Management
- Portfolio Analysis
- Regulatory Compliance
- Negotiation
- Communication
- Stakeholder Management
+2 more
Qualifications
- RDR Level 4
- Financial Planning Qualification
- PRA/FCA Certification
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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