Job Description
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.
Join us as a Virtual Wealth Manager and play a meaningful role in shaping clients’ financial futures. As a trusted advisor, you will support clients remotely once their long‑term goals and financial plans are in place. You will implement, manage, and refine strategies that help turn ambition into practical outcomes.
You will provide holistic wealth planning advice, manage investment portfolios, and offer credit and everyday banking solutions. As circumstances change, you will adjust plans thoughtfully and responsibly. Working closely with specialist partners, you will help ensure every element of a client’s financial life is aligned and well managed.
Relationships sit at the heart of this role. You will develop lasting connections with High Net Worth clients by listening carefully and understanding what matters most to them. You will deliver bespoke solutions that support both financial and lifestyle goals. This may include retirement planning, wealth growth and protection, or navigating complex financial decisions. Through virtual engagement, you will offer clarity, continuity, and reassurance.
As part of a collaborative and forward‑looking team at Barclays, you will work in an environment that values integrity, innovation, and doing what is right for our clients. This is an opportunity to make a real difference through the relationships you build and the confidence you help clients gain as they plan for the future.
To be successful as a Virtual Wealth Manager, you should have experience with:
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.
Some other highly valued skills may include:
Experience providing regulated advice to High Net Worth clients within the UK.
The ability to develop a client base through long‑term relationships, collaboration, and referrals.
A considered approach to personalised advice that balances client outcomes with responsible commercial thinking.
A good understanding of FCA requirements and the ability to meet approved‑person standards on an ongoing basis.
Confidence in areas such as risk awareness and controls, adapting to change, sound judgement, strategic thinking, and effective use of digital tools and technology.
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 out of the following locations:
London
Glasgow
Birmingham
Manchester
Liverpool
Bournemouth
Ipswich
Norwich
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.
