Barclays wealth investment Work, Jobs (with Salaries)

Private Banker
Barclays —Leeds
- Analysis skills
Wealth Planner
Barclays —London
- CRM software
- Financial services
- Communication skills
Wealth Planner - Wealth Management
Barclays —Birmingham
Senior Wealth Planner - Wealth Management
Barclays —Ipswich
- Financial services
- Negotiation
Investment Operations Analyst
Barclays —Glasgow
- Continuous improvement
- Banking
10h
Junior Private Banker - UHNW
Barclays —Leeds
- Banking
1d
Business Relationship Manager
Barclays —Sunderland
- Hybrid work
- Business development
- Continuous improvement
- Organisational skills
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
10d
Private Banking Executive Manager
Barclays —London
- Leadership
- Banking
10d
Wealth Manager - Wealth Management
Barclays —Glasgow
2d
Relationship Director - LC
Barclays —Cambridge
- Analysis skills
10d
Relationship Director - BPL
Barclays —London
- Communication skills
- Negotiation
1d
Engineering Lead - Director
Barclays —London
- Java
- Analysis skills
- JavaScript

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Private Banker
Barclays —Leeds
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various…
Wealth Planner
Barclays —London
Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and…

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Private Banker

Barclays -
Leeds

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Job details

Permanent

Qualifications

Analysis skills
Relationship management

Full job description

Date live: 05/06/2026

Business Area: United Kingdom

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000084202

The ideal candidate will be educated to Degree level.

The right candidate will have the appropriate regulatory qualifications

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Accountabilities

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance 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 client needs.
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Director Expectations

To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide..
They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives.
Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.
Escalates breaches of policies / procedure appropriately.
Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence.
Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.
Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives.
Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives.
Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations.
Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area.
Negotiate with and influence stakeholders at a senior level both internally and externally.
Act as principal contact point for key clients and counterparts in other functions/ businesses divisions.
Mandated as a spokesperson for the function and business division.

All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.

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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Refine Your Search

barclays wealth investment jobs

Private Banker

Wealth Planner

Wealth Planner - Wealth Management

Senior Wealth Planner - Wealth Management

Investment Operations Analyst

Junior Private Banker - UHNW

Business Relationship Manager

Wealth Planning Team Leader - Wealth Management

Private Banking Executive Manager

Wealth Manager - Wealth Management

Relationship Director - LC

Relationship Director - BPL

Engineering Lead - Director

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