Barclays

Wealth Management Associate

London,Greater London,United Kingdom
  • Salary average
    -YEAR
  • Type of employment
    Permanent, Full-time

Company

Our vision is to be the UK-centred leader in global finance. We are a diversified bank with comprehensive UK consumer, corporate and wealth and private banking franchises, a leading investment bank and a strong, specialist US consumer bank. Through these five divisions, we are working together for a better financial future for our customers, clients and communities.

Responsibilities

  • Developing sales pitches with the oversight of a Wealth Manager and identifying target clients for particular products and investment solutions
  • Sourcing leads, engaging and acquiring new clients, and co-ordinating external & internal networking/prospecting events where relevant
  • Making cold and warm calls/introductions to external prospects and key business introducers, presenting the Barclays offering and being the face of the proposition
  • Engaging with Business Development Managers and Prospect Management to identify opportunities and drive them to completion
  • Creating and implementing product campaigns for specific clients based on need, appetite and opportunity
  • Helping with and attending meetings alongside a Wealth Manager and assisting in processing any advice provided to the client through the relevant internal systems
  • Processing trades when required and assisting with client book management and analysis where appropriate
  • Taking accountability for any remediation activities, administrative and/or governance tasks as and when required

Skills used at work

  • Business
  • Business development
  • Management

Wealth Management Associate

London

As a Barclays Wealth Management Associate, you will work closely with Wealth Managers and support them with the investment-led activity. You will be actively seeking new clients and opportunities that will contribute towards the growth of Team's portfolio, adhering to pre-determined acquisition targets. Your focus will be developing relationships with key internal & external stakeholders with aim to build a wide network and effective opportunity stream for the Wealth Manager.

Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor', days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

What will you be doing?

• Sourcing leads, engaging and acquiring new clients, and co-ordinating external & internal networking/prospecting events where relevant

• Making cold and warm calls/introductions to external prospects and key business introducers, presenting the Barclays offering and being the face of the proposition

• Engaging with Business Development Managers and Prospect Management to identify opportunities and drive them to completion

• Creating and implementing product campaigns for specific clients based on need, appetite and opportunity

• Developing sales pitches with the oversight of a Wealth Manager and identifying target clients for particular products and investment solutions

• Helping with and attending meetings alongside a Wealth Manager and assisting in processing any advice provided to the client through the relevant internal systems

• Processing trades when required and assisting with client book management and analysis where appropriate

• Taking accountability for any remediation activities, administrative and/or governance tasks as and when required

What we're looking for:

• Preferred 2 IAD modules - UK Regulations & Professional Integrity and Investments, Risk & Taxation - follow up completion of the Financial Planning & Advice module within a year

• One of the following: Level 4 IMC (Units 1 & 2), CFA Level 1 or CII R01 (Financial services, regulation and ethics) and R02 (Investment principles and risk) or R03 (Personal taxation)

Skills that will help you in the role:

• Excellent, up to date understanding of the general financial markets dynamics and current financial concepts

• A high aptitude and understanding of the digital landscape, with the ability to effectively support client's changing needs in this area

Where will you be working?

1 Churchill Place in the heart of Canary Wharf is our London headquarter. The building is easily accessible by Tube, Docklands Light Railway and all major bus links. The atmosphere is second to none with an array of onsite amenities and a real buzz being created around the offices within.

#LI-Hybrid

Job posted: Jun 21, 2024

Expiration date: Jun 26, 2024