Barclays
Wealth Manager - Wealth Management
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Role: Assistant Vice President – Wealth Manager
Purpose of the Role
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 applying appropriate regulatory frameworks.
Key Accountabilities
Client Relationship Management
- Manage and grow client relationships, acquiring new clients and identifying tailored solutions to meet a wide range of client needs.
- Establish a deep understanding of each client’s strategy and objectives through proactive engagement—addressing queries, nominating opportunities, and delivering long-term commercial value.
- Monitor operational, reputational, financial crime, and credit risk to avoid exposing Barclays to undue risks.
Regulatory and Policy Compliance
- Ensure all activities adhere to regulatory requirements, Enterprise Wide Risk Management Framework, and Barclays’ internal policies.
- Collaborate with group colleagues for referrals where necessary.
Expectations for the Role
Strategic Influence & Leadership
As an Assistant Vice President, you will:
- Advise and influence decision-making, contributing to policy development and operational effectiveness.
- Collaborate with other business functions to drive alignment.
Team Leadership (if applicable)
If this role involves People Leadership, you will:
- Lead a team executing complex tasks using your expertise to impact the wider business.
- Set objectives, coach employees, conduct appraisals, and determine reward outcomes.
- Demonstrate LEAD behaviours:
- L (Listen and be authentic)
- E (Energise and inspire)
- A (Align across the enterprise)
- D (Develop others)
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Alternatively, for individual contributors, you will:
- Drive collaborative assignments, assigning tasks and guiding team execution.
- Identify new directions and cross-functional methodologies to meet objectives.
- Consult on complex issues, providing expert advice to resolve escalations.
Risk & Control Ownership
- Mitigate risk, develop new policies, and strengthen controls to align with Barclays’ governance agenda.
- Analyse multi-source data (internal/external) to solve problems creatively.
- Communicate complex financial information effectively.
- Influence stakeholders to achieve strategic outcomes.
Organisational Alignment
- Engage in complex data analysis across internal and external sources to drive problem-solving.
- Work with cross-functional teams to support business strategy and ensure cohesion.
Professional Requirements
Essential Experience (Wealth Management)
- Closer clothing: Maintain and deepend relationships with a High Net Worth (HNW) client base, delivering exceptional service.
- Regulatory credentials: Hold a RDR Level 4 qualification, complemented by a financial planning qualification (e.g., Diploma in Financial Planning).
- Client-centric expertise: Strong relationship management skills, particularly experience working collaboratively with HNW individuals and families to address multi-layered financial and lifestyle needs.
- Strategic mindset: Ability to understand, assess, and tailor financial solutions across UK wealth management.
Highly Valued Skills
- Experience providing regulated advice to HNW clients in the UK.
- Ability to build client networks (internal/external).
- In-depth client insights: Deep expertise in Investment Planning, Taxation, Succession Planning, and Estate Management.
- Commercial acumen: Skill in negotiating optimal commercial outcomes while maximising client value.
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Qualitative Expectations
- Demonstrate Barclays Values: Respect, Integrity, Service, Excellence, Stewardship.
- Exhibit the Barclays Mindset: Empower, Challenge, Drive—empowering others, challenging assumptions, and driving performance.
- Growth mindset: Proactively identify opportunities to innovate while delivering seamless client experiences (digital + advisor-led).
Role Location & Certification
This position is part of Barclays’ expanding Wealth Management team, supporting clients with investable assets up to £3m. The role focuses on closing the UK Advice Gap by delivering a transparent and accessible investment proposition.
- Primary locations: Glasgow, Canberra, Bristol, Bournemouth, Leeds, Cardiff, Ipswich, Cambridge, Norwich, or Newcastle in Scotland.
- This role is PRA & FCA-certified, with potential regulatory qualification criteria applicable.
Why Join Barclays?
Our successful teams unify creativity, ambition, and purpose. Be part of a culture that empowers bold thinking while aligning with Barclays’ legacy of excellence, responsibility, and long-term impact.
Why It Matters
You’ll be the trusted paladin for clients, helping them:
- Transition smoothly into planned retirement.
- Grow wealth through responsible investment strategies.
- Simplify financial services through personalized attention.
We foster a progressive environment, blending innovation, integrity, and a client-first mindset.
Being a Wealth Manager at Barclays is about building lasting relationships and delivering outcomes that change lives—yours included.
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