Wealth Manager

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, stepping in to implement and manage the strategies that help 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.

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.

• Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service
• Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship‑management skills; experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous
• Gaining a thorough understanding of clients’ goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions

• Experience of providing Regulated Advice within the UK to High Net worth clients,
• Experience of building a client base using internal and external networks,
• Be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions,
• Knowledge of 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 role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London.

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.

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long‑term success.

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management…