As a Barclays Wealth Manager, you will be identifying, planning and developing new wealth management relationships. You will have the opportunity to get involved in presenting to clients as a key representative of the bank and an investment professional, to a variety of audiences.
You will also be achieving personal and team goals for new assets, clients and revenues.
What will you be doing?
What we’re looking for :
Skills that will help you in the role :
Regulated Role :
This role is deemed as a Certified role under the PRA & FCA - Individual Accountabilities Regulations and may require you to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks
Where will you be working?
The Bournemouth Wealth Office is located between Bournemouth and Poole with Sandbanks beach no more than 500 metres from the front door.
We have a significant number of restaurants and sports clubs locally which make this a great office to work in.
We work very closely with our BUK colleagues and share the growing Barclays Eagle Lab on site, this creates significant interest across the region and provides an opportunity for the teams to get together regularly.
Interested and want to know more about Barclays? Visit for more details.
Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. Our values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our colleagues.
Simply put, success is not just about what you achieve, but about how you achieve it.
We aim to foster a culture where individuals of all backgrounds feel confident in bringing their whole selves to work, feel included and their talents are nurtured, empowering them to contribute fully to our vision and goals.
Our customers are unique. The same goes for our colleagues. That's why at Barclays we offer a range of benefits, allowing every colleague to choose the best options for their personal circumstances.
These include a competitive salary and pension, health care and all the tools, technology and support to help you become the very best you can be.
We are proud of our dynamic working options for colleagues. If you have a need for flexibility, then please discuss this with us.