Wealth Planning Team Leader
Barclays(1 day ago)
About this role
A Wealth Planning Team Leader at Barclays supports a team of Wealth Planners and Wealth Managers in delivering client advice, building relationships, and ensuring regulatory standards are met. The role emphasizes coaching, supervision, and fostering a culture of integrity, inclusion, and care to create a supportive client journey.
Required Skills
- Financial Planning
- Client Relationship
- Regulatory Standards
- Coaching
- Financial Services
- Team Leadership
- Digital Tools
- Client Segmentation
- Communication
- Risk Management
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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