Job Description
Company Overview:
Barclays is a renowned multinational financial services company headquartered in London, United Kingdom. With a rich history spanning over 300 years, Barclays is a leading player in the banking and finance industry, offering a wide range of services including retail and commercial banking, investment banking, and wealth management.
Key Responsibilities for Wealth Manager:
- Provide comprehensive financial planning and wealth management advice to high-net-worth clients.
- Develop and maintain strong client relationships to understand their financial goals and objectives.
- Create tailored investment strategies and portfolios to help clients achieve their financial aspirations.
- Monitor and review client portfolios regularly to ensure alignment with their financial objectives and market conditions.
- Stay updated on market trends, financial products, and regulatory changes to provide informed advice to clients.
Required Qualifications:
- Proven experience as a Wealth Manager or similar role in the banking or finance sector.
- Strong knowledge of investment products, financial planning, and wealth management strategies.
- Relevant qualifications such as CISI Level 7 Chartered Wealth Manager or equivalent.
- Excellent understanding of financial markets, economic principles, and regulatory requirements.
- Demonstrated track record of successfully managing high-net-worth client portfolios.
Desired Skills:
- Exceptional interpersonal and communication skills to build trust and rapport with clients.
- Analytical mindset with the ability to interpret complex financial data and market trends.
- Proactive approach to problem-solving and decision-making in a fast-paced environment.
- Team player with the ability to collaborate effectively with colleagues across different departments.
- Professional integrity and commitment to upholding ethical standards in financial services.
Compensation & Benefits:
Salary Range: £50,000 - £80,000 per annum (depending on experience and qualifications)
- Competitive bonus scheme based on individual and team performance.
- Generous holiday allowance and flexible working options.
- Pension scheme, private healthcare, and other employee benefits.
- Opportunities for career development and professional growth within Barclays.
How to Apply:
To apply for the Wealth Manager position at Barclays in Southampton, South East England, please visit our careers website and submit your updated CV along with a cover letter outlining your relevant experience and qualifications. We look forward to receiving your application and potentially welcoming you to our dynamic team at Barclays.
Required Skills
- Accounting Principles
- Bookkeeping
- Financial Reporting