Wealth Manager - Wealth Management

Overview

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.

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. As part of our broader Affluent segment, this planning‑led proposition offers clear and accessible investment options shaped around each client’s needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.

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.

• Manage and grow client relationships and acquire new clients—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.
• 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 group within their risk profile and appropriate regulatory framework.

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ 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, appraisal of performance relative to objectives and determination of reward outcomes.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic; E – Energise and inspire; A – Align across the enterprise; D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/or projects, identifying a combination of cross‑functional methodologies or practices to meet…