Virtual Wealth Manager United Kingdom
Job description
Virtual Wealth Manager
Location Independent
As a Barclays Wealth Manager you will be responsible for our clients by helping them achieve their financial goals by providing wealth planning advice, investment solutions, credit solutions and day to day banking services. The primary focus of the Wealth Manager is to understand the needs and long-term goals of clients and provide them with bespoke advice that helps them work towards their long term financial & lifestyle ambitions.
Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality, and innovation behind us. 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.
Working flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognizes and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a career, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility, then please discuss this with the hiring manager, and your request will be reviewed subject to business needs.
This opportunity is location flexible. We will consider requests for locating the role at an alternative Barclays’ key UK office from that advertised.
Hybrid working
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We’re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month, or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally can request work patterns to reflect their personal circumstances Please discuss the detail of the working pattern options for the role with the hiring manager.
• Self-directing to achieve personal objectives and assist in achieving team targets for new clients, Investable assets, Credit and Wealth Planning Revenue
- Maintaining the highest levels of client service and delivery
- 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 between the client and other parts of the Barclay’s group
- Providing the client with world class financial solutions.
- Engaging with digital technologies, products and solutions that are relevant to the Wealth Management business
- Being able and willing to discuss markets, their issues, and opportunities with clients
• Having good relationship skills with experience of managing and handling the sophisticated needs of individuals and families
- Having experience of building a client base using internal and external networks
- Being effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
- Delivering high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
• You must be RDR level 4 qualified (Activities 2, 3 & 4)
- Being educated to degree level or equivalent
- Have experience of managing and handling the needs of individuals and families.
- The ideal candidate will be effective in gaining an in-depth understanding of clients’ needs and advising on a diverse range of wealth management solutions.
Where will you be working?
We are currently operating in a hybrid working environment, meaning that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. Please discuss the detail of the working pattern options for the role with the hiring manager.
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