Barclays

Wealth Planning Team Leader

Barclays

London, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Barclays, one of the world's leading financial institutions with a rich history of over 300 years. We are currently seeking a motivated and experienced Wealth Planning Team Leader to join our team and lead our Wealth Planning department. This is a unique opportunity for an individual who is passionate about wealth management, has strong leadership skills, and is committed to delivering exceptional service to our clients. If you have a proven track record in managing a team, a deep understanding of wealth planning, and a desire to drive results, we invite you to apply for this role.

  1. Lead and manage the Wealth Planning department, ensuring the team is aligned with the overall goals and objectives of Barclays.
  2. Develop and implement strategies to drive business growth and increase client satisfaction within the Wealth Planning department.
  3. Set performance goals and expectations for the team and provide regular feedback and coaching to ensure high-quality work.
  4. Serve as a subject matter expert in wealth management and provide guidance and support to team members as needed.
  5. Collaborate with other departments and teams within Barclays to ensure a seamless and integrated approach to wealth planning services.
  6. Build and maintain strong relationships with clients, understanding their needs and providing personalized solutions.
  7. Stay updated on industry trends and changes in regulations and communicate these to the team to ensure compliance.
  8. Monitor and analyze key performance indicators to identify areas for improvement and implement corrective measures as needed.
  9. Foster a positive and inclusive work environment, promoting teamwork, collaboration, and professional development within the team.
  10. Represent Barclays and the Wealth Planning department at external events and conferences to promote the brand and attract potential clients.
Where is this job?
This job is located at London, UK
Job Qualifications
  • Bachelor's Or Master's Degree In Finance, Accounting, Or A Related Field.

  • Minimum Of 5 Years Of Experience In Wealth Planning And Financial Advisory Services.

  • Strong Leadership Skills And Experience Managing A Team Of Wealth Planners.

  • In-Depth Knowledge Of Investment Products, Financial Planning Strategies, And Tax Laws.

  • Excellent Communication And Interpersonal Skills With The Ability To Build And Maintain Relationships With High Net Worth Clients.

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Team Management

  • Leadership

  • Investment Strategy

  • Portfolio Management

  • Asset allocation

  • Wealth planning

  • Estate Planning

  • Client Relationship

  • Tax Planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Planning Team Leader in London, UK is between £50,000 to £80,000 per year. However, this can vary depending on the specific company, experience level, and qualifications of the individual. Some top-performing Wealth Planning Team Leaders in London may earn upwards of £100,000 per year.

Additional Information
Barclays is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 27th, 2024
Apply BeforeMay 22nd, 2025
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About Barclays

Barclays plc is a British multinational investment bank and financial services company, headquartered in London. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.

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