Wealth Manager – Wealth Management

Job Description

Job Description

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long term client relationships. Protect Barclays reputation through sound risk decisions by managing client groups within their risk profile and the appropriate regulatory framework.

Accountabilities

Manage and grow client relationships and acquire new clients by identifying and managing solutions to meet a wide range of client needs.

Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client/prospect queries and requests and identifying opportunities that will deliver long term commercial reward.

Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk.

Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Service/group relationships – referrals to group colleagues.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.

Collaborate closely with other functions and business divisions.

Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.

Set objectives and coach employees in pursuit of those objectives, appraise performance relative to objectives and determine reward outcomes.

Leadership Behaviours (if the position has leadership responsibilities)

• L – Listen and be authentic
• E – Energise and inspire
• A – Align across the enterprise
• D – Develop others

Individual Contributor Expectations (if no leadership)

Lead collaborative assignments and guide team members through structured assignments, identify the need for inclusion of other areas of specialisation, identify new directions for assignments and/or projects, and use cross functional methodologies to meet required outcomes.

Consult on complex issues, provide advice to People Leaders to support the resolution of escalated issues.

Identify ways to mitigate risk and develop new policies/procedures to support the control and governance agenda. Take ownership for managing risk and strengthening controls.

Perform work that is closely related to other areas, requiring understanding of coordination to achieve organisational objectives.

Collaborate with other areas of work and stay aligned with business strategy. Engage in complex analysis of data from multiple sources to solve problems creatively and effectively. Communicate complex information, influencing or convincing stakeholders to achieve outcomes.

Values & Mindset

All colleagues are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship. They are also expected to demonstrate the Barclays Mindset – Empower, Challenge and Drive.

Wealth Manager Role Overview

Join us as a Wealth Manager and take on a role where your experience truly makes a difference in clients’ lives. As a trusted advisor, you will guide clients once their long term goals and financial plan have been established, implementing and managing the strategies that turn those needs into reality. You will actively oversee their investment approach, provide thoughtful and ongoing financial advice, make necessary portfolio adjustments, and coordinate with specialists to ensure every aspect of their financial life is aligned and well managed.

This role is part of our Wealth Management Business, a growing area for the bank, expanding our ability to support clients with investable assets up to £3million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning led proposition offers clear and accessible investment options shaped around each client’s needs.

In this role, you will build deep, meaningful relationships with clients-listening carefully, understanding what matters most to them, and offering bespoke solutions that support their financial and lifestyle goals. Whether they are preparing for retirement, investing for the future, or navigating day to day banking needs, you will be the steady, knowledgeable partner they rely on for clarity and confidence.

As part of a collaborative and forward thinking team at Barclays, you will work in an environment that values integrity, innovation, and doing what is right for the client. This is your opportunity to make a genuine impact-not just on portfolios, but on people’s lives-by helping them grow, protect, and plan for the future with assurance and care.

Key Experience and Qualifications

To be successful as a Wealth Manager, you should have experience with:

• Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service.
• Holding an RDR Level4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship management skills.
• Working directly with individuals and families to support their multi layered financial needs (highly advantageous).
• Gaining a thorough understanding of clients’ goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions.

Other highly valued skills may include:

• Providing regulated advice within the UK to High Net Worth clients.
• Building a client base using internal and external networks.
• Effectively gaining an in depth understanding of client’s needs and advising on a diverse range of wealth management solutions.
• Delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome.

You may be assessed on the key critical skills relevant for success in the role, such as risk and controls; change and transformation; business acumen; strategic thinking; digital and technology; as well as job specific technical skills.

Locations

Based in Glasgow, but also available in: Reading, Guildford, Bristol, Bournemouth, Leeds, Cardiff, Ipswich, Cambridge, Norwich, Newcastle.

Regulatory Requirements

This role is deemed as a Certified role under the PRA and 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.