Wealth Management Associate London
Job description
Available Job Today Wealth Management Associate
London
As a Barclays Wealth Management Associate, you will be assisting the Wealth Managers when acting as trusted advisors to clients, with the primary focus being to actively seek opportunities that will contribute towards the growth of the Team’s portfolio of clients and adhering to pre-determined acquisition targets. For this role, you must be self-motivated, assisting in achieving team targets through client acquisition and supporting the investment-led activity of the Wealth Managers.
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 carer, 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.
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.
• Performing prospect sourcing, engagement & new client acquisition through focused outbound activity
- Conducting an enhanced relationship oversight of new clients to ensure accounts funded, specialists introduced, and assets invested
- Doing active and frequent research to build and maintain a continual pipeline of prospects through a range of tools
- Having regular engagement with BDM’s and Prospect Management to determine opportunities and drive them to completion
- Accounting for cold and warm calls/introductions to external prospects and key business introducers, presenting the Barclays offering and being the face of the proposition
- Taking ownership of internal mapping – Regular engagement to ensure data mining and book reviews with internal KBIs
- Deepening existing client relationships through data mining of WM client books to spot opportunities and deepen wallet share
- Dealing with continual engagement with the wider Wealth Management, Investments business and across the entire range of investment solutions and products
• Knowledge of 2 IAD modules- UK Regulations & Professional Integrity and Investments, Risk & Taxation modules
- With Level 4 IMC (Units 1 & 2)
- Gained CFA Level 1
- CII R01 (Financial services, regulation, and ethics) and R02(Investment principles and risk) or R03 (Personal taxation) knowledge
• A solid, up to date comprehension of the general financial markets’ dynamics and current financial concepts
- A high aptitude and solid grasp of the digital landscape, with the ability to effectively support client’s changing needs in this area
Where will you be working?
In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as; a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links. With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.
#LI-Hybrid
