Wealth Manager - Wealth Management
On-site · Liverpool, England, United Kingdom or Manchester, England, United Kingdom
Job Summary
Wealth Manager role within Barclays Wealth Management to build deep, long-term relationships with High Net Worth clients, assess goals, risk tolerance, and industry/regulatory context, and deliver bespoke wealth management solutions drawn from the bank’s portfolio. You will guide investment strategies, manage risk, provide ongoing financial advice, and coordinate with specialists to align every aspect of a client’s financial life. The role emphasizes advisory excellence, relationship management, and collaboration across functions, with leadership expectations for those in People Leader roles including setting objectives, coaching, and driving performance. The position may be based in Manchester or Liverpool, involves regulatory considerations (PRA/FCA compliance), and requires delivering tailored guidance across a range of wealth-management solutions while maintaining client satisfaction and governance standards.
Required Qualifications
- Maintaining and deepening relationships with High Net Worth clients
- RDR Level 4 qualification complemented by a financial planning qualification
- experience providing regulated advice within the UK to High Net Worth clients
- ability to build client bases through networks
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