Wealth Manager
Barclays Bank Plc
Wealth Manager
Salary Not Specified
Barclays Bank Plc, Adeyfield, Dacorum
- Full time
- Permanent
- Remote working
Posted 1 week ago, 17 Apr | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 9e8456da4213467ba5cb3c9ee3eec52c
Full Job Description
- Achieving independently personal objectives and assisting in achieving team targets, deepening the relationships we have with customers
- Delivering high quality bespoke investment and planning advice, maximising value for customers, ensuring investments are invested in line with customer needs
- Understanding the risks associated with investment products; in particular, the relationship between customer attitudes to risk and the suitability of financial products
- Utilising fully and engaging the Wealth Manager toolset, systems and platforms, and challenging current standards to continuously improve quality
- Engaging with digital technologies, products and solutions that are relevant to the Wealth proposition and can use them to enhance the service provided to clients
- Maintaining the highest levels of customer service and delivery, discussing markets, their issues, and opportunities with prospective and existing customers
- Acting as a key contact and recognised as an expert for all Wealth Proposition products e.g., Banking and Credit
- Acting as the key liaison between the customer and other parts of the Barclays group
A financial planning qualification with a minimum of Level 4, and satisfaction of the FCA criteria for an approved person both initially and ongoing - Appropriate technical/product knowledge of pensions and Investment Advice in the UK and a good understanding of the current UK taxation system
- Experience of controlling and monitoring risk within a client book
- Broad experience of the Financial Services industry, particularly in the areas of Retail regulated products/service to mass market and asset management
- Experience of building a customer base using internal and external networks
- Excellent social and communication skills
Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. 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., Where will you be working?
Skills that will help you in the role:
Hemel Hempstead is a town in the Dacorum district in Hertfordshire, England. It is 24 miles northwest of London. Set right in the heart of Hertfordshire with easy road and rail links, the office is conveniently located close to many shops and restaurants. Hertfordshire as a County is situated immediately North of London and is the main operational and/or headquarters UK site of some very large employers.
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