Wealth Manager

Workday

Virtual Wealth Manager at Barclays providing holistic wealth planning advice for High Net Worth clients. Implementing strategies to support financial goals while building lasting relationships.

Posted 5/13/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Establish and nurture profitable partnerships with both corporate and individual clients.
Manage client relationships to identify financial goals, challenges, and risk tolerance.
Research client industry trends and design customized solutions to address specific needs.
Communicate proposed solutions and provide guidance to support financial decisions.
Document all client interactions and assess financial, legal, and operational risks.

Requirements

What you’ll need

Building and nurturing relationships within a High Net Worth client base.
Using internal partnerships and external networks to grow and sustain a client portfolio.
Holding RDR Level 4 qualification, ideally with experience in wealth planning.
Working in a client‑facing role supporting individuals and families with complex financial needs.
Developing a clear understanding of clients’ goals, priorities, and circumstances.
Providing tailored advice across a wide range of wealth management solutions.

Benefits

Comp & perks

Health insurance
Employee discounts
Flexible working arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

wealth planningfinancial analysisrisk assessmentclient portfolio managementfinancial solutions design

Soft Skills

relationship buildingcommunicationclient managementproblem solvingadvisory skills

Certifications

RDR Level 4