Wealth Manager - Wealth Management (m|f|x) Manchester

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 strategy, 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 of 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 tailored to each client’s needs. Clients benefit from a seamless experience that combines digital channels with advisor 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 tailored solutions that support their financial and lifestyle goals. Whether they are preparing for retirement, investing for the future, or managing 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.
Purpose of the role
: To establish and nurture profitable partnerships with both corporate and individual clients. You’ll serve as the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long-term success.

Tasks

• Management of client relationships to identify the client’s financial goals, challenges, and risk tolerance in order to support the analysis of data obtained from various sources—including the investment portfolio and cash flow—to identify trends, insights, areas for improvement, and additional services to support the client’s needs.
• Research and understanding of the client’s industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Designing customized solutions that address the client’s specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial to both the client and the bank.
• Providing guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies, and updates on market trends to ensure a positive and ongoing relationship.
• Assessing financial, legal, and operational risks associated with client relationships and implementing measures to minimize potential losses.
• Documenting all client interactions, transactions, and agreements to ensure transparency and auditability, and effectively communicating findings to support product development, service offerings, and the bank’s overall strategy.
• Monitoring client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Profile / Your qualification / Your personality

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

• Maintaining and strengthening relationships with a high-net-worth client base, ensuring clients receive consistent support and exceptional service
• Holding an RDR Level 4 certification, supplemented by a financial planning certification, and demonstrating exceptional relationship management skills; experience working directly with individuals and families to address their multifaceted 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

Other Highly Valued Skills May Include

• Experience providing regulated advice to high-net-worth clients in the UK,
• Experience building a client base using internal and external networks,
• The ability to effectively gain an in-depth understanding of clients’ needs and advise 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

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 and business divisions.
• Lead a team performing complex tasks, using well-developed professional knowledge and skills to deliver results that impact the entire business function. Set objectives and coach employees in pursuit of those objectives; evaluate performance relative to objectives and determine compensation outcomes
• If the position involves leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment where colleagues can thrive and consistently deliver to an excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
• OR, for an individual contributor, they will lead collaborative projects and guide team members through structured assignments, identifying the need to involve other areas of expertise to complete the work. They will identify new directions for assignments and/or projects, determining a combination of cross-functional methodologies or practices to achieve the required outcomes.
• Consult on complex issues; provide advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and develop new policies and procedures in support of the control and governance agenda.
• Take ownership of managing risk and strengthening controls related to the work performed.
• Perform work that is closely related to that of other areas, which requires an understanding of how these areas coordinate and contribute to achieving the objectives of the organization’s sub-function.
• Collaborate with other functional areas to ensure business-aligned support functions stay abreast of business activities and strategy.
• Engage in complex analysis of data from multiple sources of information—both internal and external, such as procedures and practices (in other departments, teams, companies, etc.)—to solve problems creatively and effectively.
• Communicate complex information. “Complex” information may include sensitive information or information that is difficult to convey due to its content or the nature of its audience.
• Influence or convince stakeholders to achieve desired outcomes.

Application

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

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Location

86–88 Market Street, GB-M1 1PD Manchester