Summary

This senior wealth planner role is based in London and focuses on helping new and existing clients with up to £3 million in investable assets achieve their financial and lifestyle goals. You will provide personalised investment advice, build long-term client relationships, manage risk and collaborate with wealth acquisition teams within Barclays' growing UK wealth management business.

Responsibilities

• Assess clients' financial goals and risk tolerance
• Design bespoke wealth planning and investment solutions
• Provide investment advice and market updates
• Manage client relationships and monitor satisfaction
• Collaborate with wealth acquisition teams
• Identify and mitigate financial and regulatory risks
• Document client interactions and agreements