wealth manager Work, Jobs in stourbridge (with Salaries)

Wealth Manager - Wealth Management
Barclays —Birmingham
Integration Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Excel
- Management
- Analysis skills
- Employee discount
Proposal Hub Content Manager (18 to 24 months)
BDO —Birmingham
- Full-time
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
6d
Valuations Director
BDO —Birmingham
- Full-time
- Leadership
- Tax experience
Business Acceptance Analyst
Gateley —Birmingham
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Audit Stream Learning and Development - Learning Compliance Lead
BDO —Birmingham
- Full-time
- Leadership
Compliance Management Executive
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
Investment Manager
Quilter —Birmingham
- Full-time
- Communication skills
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
5d
Audit Stream Learning and Development - US Curriculum Lead
BDO —Birmingham
- Full-time
- Management
- Travel
- Communication skills
Probate / Private Client Assistant
Wall James Chappell —Stourbridge
- Full-time
- Computer literacy
- English
- Microsoft Office
- Free parking
Quick apply
Business Development Manager
BDO —Birmingham
- Full-time
- Sales
Marcus by Goldman Sachs, Contact Centre Team Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Banking
- Employee assistance programme
Risk Manager
Halfords —Redditch
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Programmable logic controllers
- Annual leave
- Employee discount
Marketing & Design Manager
Lasan Group —Solihull
- £40,000 a year
- Full-time
- In-person
- Restaurant
- Restaurant experience
- Free parking
- Employee discount
Quick apply
12d
Audit Stream Learning & Development Manager (Development)
BDO —Birmingham
- Full-time
- Management
- Travel
- Accounting
Marcus by Goldman Sachs, Fraud Investigations and Operations Manager, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Employee assistance programme
CCaaS & Voice Specialist
Serco Group —Birmingham
- £65,000 - £75,000 a year
- Full-time
- AWS
- Agile
- IT
- Employee assistance programme
- Employee discount
Revenue Manager
Trowers & Hamlins LLP —Birmingham
- Full-time

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Wealth Manager - Wealth Management

Barclays -
Birmingham

Apply Now

Job details

Permanent

Qualifications

Relationship management

Full job description

Date live: 26/05/2026

Business Area: Mass Affluent & Virtual (Trading)

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000099160

Join us as a Wealth Manager and take on a role where your experience truly makes a difference in clients’ lives. As a trusted advisor, you will guide clients once their long‑term goals and financial plan have been established, stepping in to implement and manage the strategies that help turn those needs into reality. You will actively oversee their investment approach, provide thoughtful and ongoing financial advice, make necessary portfolio adjustments, and coordinate with specialists to ensure every aspect of their financial life is aligned and well‑managed.

This role is part of our Wealth Management Business, a growing area for the bank. We’re expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client’s needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.

In this role, you will build deep, meaningful relationships with clients—listening carefully, understanding what matters most to them, and offering bespoke solutions that support their financial and lifestyle goals. Whether they are preparing for retirement, investing for the future, or navigating day‑to‑day banking needs, you will be the steady, knowledgeable partner they rely on for clarity and confidence.

As part of a collaborative and forward‑thinking team at Barclays, you will work in an environment that values integrity, innovation, and doing what is right for the client. This is your opportunity to make a genuine impact—not just on portfolios, but on people’s lives—by helping them grow, protect, and plan for the future with assurance and care.

To be successful as a Wealth Manager, you should have experience with:

Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service
Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship‑management skills; experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous
Gaining a thorough understanding of clients’ goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions

Some other highly valued skills may include:

Experience of providing Regulated Advice within the UK to High Net worth clients,
Experience of building a client base using internal and external networks,
Be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions,
Knowledge of delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role can be based in Birmingham or Manchester

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

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.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
If the position has leadership responsibilities, People 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.
OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing 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 practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
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.

Apply Now

Refine Your Search

wealth manager jobs in stourbridge

Wealth Manager - Wealth Management

Integration Manager

Proposal Hub Content Manager (18 to 24 months)

Private Wealth Administrator

Valuations Director

Business Acceptance Analyst

Audit Stream Learning and Development - Learning Compliance Lead

Compliance Management Executive

Investment Manager

T&C Administrator

Audit Stream Learning and Development - US Curriculum Lead

Probate / Private Client Assistant

Business Development Manager

Marcus by Goldman Sachs, Contact Centre Team Manager, Associate, Birmingham

Risk Manager

Marketing & Design Manager

Audit Stream Learning & Development Manager (Development)

Marcus by Goldman Sachs, Fraud Investigations and Operations Manager, Analyst, Birmingham

CCaaS & Voice Specialist

Revenue Manager

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