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Wealth Planner - Wealth Management at Barclays - ApplyBlast

Wealth Planner - Wealth Management

Barclays

4 months ago

4.0 on Glassdoor

Onsite

Full Time

Senior

1 applicant

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About this role

A Wealth Planner at Barclays delivers exceptional sales and business performance by managing long-term client relationships over investable assets up to £3 million. The role involves providing bespoke financial planning, investment advice, and risk management while ensuring strict compliance with regulatory frameworks. Assistant Vice P expectations include leading teams, developing policies, and influencing stakeholders to drive operational effectiveness.

Responsibilities

Manage and grow long-term client relationships and acquire new prospects
Provide bespoke financial planning and investment advice tailored to client goals
Assess and manage operational, financial, and credit risk for client portfolios
Ensure full compliance with regulatory requirements and internal policies
Collaborate with Acquisition teams to ensure smooth customer transitions