Wealth Manager - Wealth Management

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 group within their risk profile and appropriate regulatory framework.

Accountabilities

• 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.

Assistant Vice President Expectations

• 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 required outcomes.

• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.

• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.

• Take ownership for managing risk and strengthening controls in relation to the work done.

• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.

• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.

• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

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.

To be successful as a Wealth Manager, you should have experience with:

• Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service

• Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship‑management skills; experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous

• Gaining a thorough understanding of clients’ goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions

Some other highly valued skills may include:

• Experience of providing Regulated Advice within the UK to High Net worth clients,

• Experience of building a client base using internal and external networks,

• Be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions,

• Knowledge of delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in Glasgow, but also in:

• Reading
• Guildford
• Bristol
• Bournemouth
• Leeds
• Cardiff
• Ipswich
• Cambridge
• Norwich
• Newcastle

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.