Wealth Manager – Wealth Management

Overview

As a Wealth Manager at Barclays, you build and deepen trusted relationships with high-net-worth clients, aligning their financial goals with Barclays’ wealth solutions. You design bespoke strategies across investment, risk and wealth planning, coordinating with specialists to deliver a seamless adviser-supported experience. You work within a growing Wealth Management unit to expand services for clients with investable assets up to 3 million and help close the UK Advice Gap. This role blends client insight, regulatory awareness and proactive portfolio management to drive long-term value for clients and the bank.

Responsibilities

• Manage client relationships to uncover goals, challenges and risk tolerance and analyze data from sources (investment portfolios, cash flow) to identify trends and opportunities
• Research client industries, regulatory landscape, and competitive environment to inform recommendations
• Design customised wealth solutions drawing on the bank’s portfolio of products and services
• Communicate value propositions, justify recommendations, and negotiate mutually beneficial terms
• Provide ongoing investment advice, risk management and wealth planning guidance, with market updates
• Assess financial, legal and operational risks and implement mitigations
• Document all interactions, transactions and agreements for transparency and auditability
• Monitor client satisfaction, revenue, and other metrics to evaluate relationship effectiveness
• Collaborate with cross-functional teams to support client needs and product development

Key requirements

• Maintaining and deepening relationships with High Net Worth clients
• RDR Level 4 qualification, with a financial planning qualification (advantageous)
• Experience advising individuals and families on multi-layered financial needs
• Regulated Advice experience within the UK for High Net Worth clients (advantageous)
• Ability to understand client goals and provide tailored guidance across wealth management solutions
• Experience in building a client base through internal/external networks
• Strong understanding of delivering bespoke advice and negotiating outcomes
• Ability to assess and advise on diverse wealth management solutions

• Relationship management
• Communication and negotiation
• Collaborative mindset
• Wealth management solutions
• Investment guidance and risk management
• Portfolio adjustments and rebalancing

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