# Wealth Manager - Wealth Management

**Company**: Barclays
**Location**: Manchester
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Manchester-Spinningfields/Wealth-Manager---Wealth-Management_JR-0000099160?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_7e25eca9-4f2

## Description

We are seeking an experienced Wealth Manager to join our Wealth Management team in Manchester. As a Wealth Manager, you will establish and nurture profitable partnerships with both corporate and individual clients, ensuring mutual benefit and long-term success.

The successful candidate will be responsible for:

- Managing client relationships to identify financial goals, challenges, and risk tolerance

- Researching and understanding client industry trends, regulatory landscape, and competitive environment

- Designing customized solutions addressing client-specific needs and objectives

- Communicating the value proposition of proposed solutions and negotiating terms

- Providing guidance to clients to support their financial decisions

- Assessing financial, legal, and operational risks associated with client relationships

- Documenting client interactions, transactions, and agreements

- Monitoring client satisfaction, revenue generated, and other relevant metrics

As a Wealth Manager, you will be expected to:

- Advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness

- Lead a team performing complex tasks, using well-developed professional knowledge and skills

- Demonstrate leadership behaviors, including listening, energizing, aligning, and developing others

To be successful in this role, you should have experience with:

- Maintaining and deepening relationships within a High Net Worth client base

- Holding RDR Level 4 qualification, complemented by a financial planning qualification

- Gaining a thorough understanding of clients' goals, priorities, and circumstances

Some other highly valued skills may include:

- Experience of providing Regulated Advice within the UK to High Net worth clients

- Experience of building a client base using internal and external networks

- Knowledge of delivering high-quality bespoke advice

This role is part of our Wealth Management Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK.

## Skills

### Required
- financial planning
- relationship management
- risk assessment
- investment advice

### Nice to have
- Regulated Advice
- client base building
- bespoke advice

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Manchester-Spinningfields/Wealth-Manager---Wealth-Management_JR-0000099160?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)