Wealth Manager - Wealth Management
On-siteGuildford, England, United Kingdom or Glasgow, Scotland, United Kingdom
Job Summary
Wealth Manager role within Barclays Wealth Management responsible for acquiring and nurturing High Net Worth client relationships across the UK, delivering tailored wealth management advice, overseeing investment strategy and risk management, coordinating with specialists to align clients’ financial plans with goals, and ensuring regulatory compliance and governance. The role emphasizes building deep client partnerships, leveraging collaboration across functions, and applying a client-centric approach to help clients grow, protect, and plan for the future. Based in the UK with multiple office locations, including Glasgow and other major centers; involves engaging with clients to understand needs, provide bespoke solutions, and drive long-term financial outcomes.
Required Qualifications
- RDR Level 4 qualification
- financial planning qualification
- experience providing regulated UK wealth management/advice to High Net Worth clients
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.