Wealth Planner
Barclays(10 days ago)
About this role
A Wealth Planner at Barclays plays a key role in helping clients shape their financial future through tailored planning and investment advice. The position involves building lasting relationships, understanding clients' goals, and providing bespoke solutions that support their financial and lifestyle needs. It offers an opportunity to grow within a supportive, innovative environment using digital tools and market insights.
Required Skills
- Financial Planning
- Investment Advice
- Risk Management
- Client Relationship
- Asset Management
- Regulatory Compliance
- Financial Markets
- Digital Tools
- Taxation
- Pensions
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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