Wealth Manager - Wealth Management

Job Description

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long‑term client relationships. Protect Barclays reputation through sound risk decisions by managing client groups within their risk profile and the appropriate regulatory framework.

Manage and grow client relationships and acquire new clients by identifying and managing solutions to meet a wide range of client needs.

Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client/prospect queries and requests and identifying opportunities that will deliver long‑term commercial reward.

Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk.

Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Service/group relationships – referrals to group colleagues.

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.

Collaborate closely with other functions and business divisions.

Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.

Set objectives and coach employees in pursuit of those objectives, appraise performance relative to objectives and determine reward outcomes.

• L – Listen and be authentic
• E – Energise and inspire
• A – Align across the enterprise
• D – Develop others

Lead collaborative assignments and guide team members through structured assignments, identify the need for inclusion of other areas of specialisation, identify new directions for assignments and/or projects, and use cross‑functional methodologies to meet required outcomes.

Consult on complex issues, provide advice to People Leaders to support the resolution of escalated issues.

Identify ways to mitigate risk and develop new policies/procedures to support the control and governance agenda. Take ownership for managing risk and strengthening controls.

Perform work that is closely related to other areas, requiring understanding of coordination to achieve organisational objectives.

Collaborate with other areas of work and stay aligned with business strategy. Engage in complex analysis of data from multiple sources to solve problems creatively and effectively. Communicate complex information, influencing or convincing stakeholders to achieve outcomes.

All colleagues are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship. They are also expected to demonstrate the Barclays Mindset – Empower, Challenge and Drive.

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, implementing and managing the strategies that 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.

This role is part of our Wealth Management Business, a growing area for the bank, expanding our ability to support clients with investable assets up to £3million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning‑led proposition offers clear and accessible investment options shaped around each client’s needs.

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.…