Summary

This senior wealth planning role at Barclays is based in London and supports new and existing clients with investable assets up to £3 million. You will provide personalised financial planning, investment advice, and risk guidance while building long-term client relationships and supporting growth in the uk wealth management business.

Responsibilities

• Manage client relationships and identify financial goals
• Analyse portfolios and cash flow for insights
• Design customised wealth solutions and recommendations
• Provide investment and risk management guidance
• Negotiate terms with clients and the bank
• Monitor satisfaction, revenue, and relationship metrics
• Document client interactions, transactions, and agreements