• Job Description

  Req#: 90384820

  Wealth Manager
  Glasgow

  This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

  
  As a Barclays Wealth Manager, you will have an exciting chance to act as a trusted advisor to clients to achieve their financial goals, providing wealth planning advice, investment solutions, credit solutions and day to day banking services. The focus is to understand the needs and goals of clients and provide them with bespoke advice that helps them work towards their long term financial & lifestyle goals.

  
  Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

  
  At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

  What will you be doing?
  • Achieving personal objectives and assisting in achieving team targets for new clients, Investable assets, Credit and Wealth Planning Revenue
  • Acting as key contact for banking products, credit advice and client queries
  • Delivering high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
  • Acting as the key interface for the client and parts of the Barclays group, including Wealth Planning, Discretionary Portfolio Management, Investment Advisory, Investment Solutions
  • Providing the client with world class financial solutions
  • Being able and willing to discuss markets, their issues and opportunities with clients
  • Fully utilising the Wealth Manager toolset, systems and platforms, and improving current standards for better quality
  • Engaging with digital technologies, products, and solutions relevant to the Wealth Management business having the ability to use them to enhance the service provided

  What we’re looking for:

  • All candidates must be RDR level 4 qualified, having passed exams enabling them to provide financial advice in the UK against FCA activities 2, 3 and 4
  • Excellent relationship skills with experience of managing and handling the sophisticated needs of individuals and families
  • Broad experience of the Financial Services industry, in the areas of Retail regulated products/services to mass market and high net worth customers, and asset management

  
  Skills that will help you in the role:
  • Financial planning qualification
  • Good communication and presentation skills

  Where will you be working?
  Our new state-of-the-art Campus, right in the heart of Glasgow is a hub of creative collaboration. A place where everyone can bring their true selves to work and reach their full potential. Home to 5,000 of our colleagues, our Tradeston campus will support the community in more ways than one - by creating thousands of new career opportunities and celebrating local artists. A short walk from Central Station on the south of the Clyde, it will be a key location for the Barclays business that will deepen our ties with the city and its communities.
  
  
  
  

  #LI-Hybrid

• About the company

  From current accounts, mortgages and insurance, to loans, credit cards and saving accounts – see how we can help you. Let’s go forward

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