As a Barclays Wealth Manager, you will have an exciting chance to act as a trusted advisor to clients to achieve their financial goals, provide wealth planning advice, investment solutions, credit solutions, and day-to-day banking services. In your role, you will understand the needs and goals of clients and provide them with bespoke advice that helps them work towards their long-term financial & lifestyle goals. You may be assessed on the key critical skills relevant for success in the role, such as:
* All candidates must be RDR level 4 qualified, having passed exams enabling them to provide financial advice in the UK against FCA activities 2, 3, or 4.
* Excellent relationship skills with experience of managing and handling the sophisticated needs of individuals and families.
* Broad experience of the Financial Services industry, in the areas of Retail regulated products/services to mass market and high net worth customers, and asset management.
Additional relevant skills in financial planning and good communication and presentation skills are highly valued. This role is based in Hemel Hempstead. Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.
Purpose of the role
To generate revenue and promote the bank's diverse Trade & Working Capital product and service offerings to various customer segments.
Accountabilities
* Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies.
* Creation of detailed profiles for target customer segments, outlining their requirements, needs, and pain points to tailor sales approaches and product recommendations.
* Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges.
* Understanding of the features, benefits, risks, and compliance requirements of various Trade & Working Capital products and services offered.
* Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank.
* Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
* Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.
Assistant Vice President Expectations
* Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
* Identify ways to mitigate risk and develop new policies/procedures in support of the control and governance agenda.
* Take ownership for managing risk and strengthening controls in relation to the work done.
* Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
* Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
* Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practices (in other areas, teams, companies, etc.) to solve problems creatively and effectively.
* Communicate complex information.
* Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge, and Drive – the operating manual for how we behave.
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