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Help us build the bank of tomorrow
Traditional, human ways of doing business with clients will always be at the heart of how Wealth & Investments operates, but we’re committed to innovation too. That’s why we’re building a unique suite of digital tools that will complement and enhance our tried and tested methods.
Our advanced approach means we’re looking for forward-looking people with an advanced set of skills. Agile, curious, digitally savvy people who can absorb new techniques and use them adeptly.
But they also need the networking and relationship-building skills that will always be a vital part of how we work. This combination will create a better, smarter experience for our colleagues, clients and customers.
In Glasgow, we are recruiting for Wealth Client Service Executives. You will be someone with strong customer service skills, able to provide support and great service to our private bank clients. You’ll work closely with Wealth Managers to ensure the client receives the highest possible standard of service.
The Barclays Wealth & Investments team offers bespoke banking and investment solutions to high net worth clients. Our Wealth Planners act as trusted advisors to their clients, offering them solutions, products and services that are tailored to their needs.
People who join this team will typically go into either a Wealth Planning or Wealth Client Service role.
The specialist functions provided by our award-winning Wealth & Investments team offer fantastic opportunities for personal development. With a wide range of market-leading products at your disposal, you’ll provide full wealth planning services, and manage and build our customer portfolio. Identifying and securing new client relationships as well as providing vital financial advice.
This role suits candidates who have had previous wealth planning experience dealing with high net-worth clients. You’ll be hands-on and at your best advising customers on the full spectrum of financial planning.
Wealth Client Service Executive
As the main point of contact to some of our wealthiest customers, you’ll have responsibility for dealing with a wide range of their banking-related queries. Working closely with senior members of the bank, you’ll constantly be on the lookout for ways to improve our processes.
Good customer service skills are a must, as is an interest in financial services. We’ll give you all the tools you need to build on your knowledge. But what we’ll require from you is an ability to connect with our clients, relate to them and build strong relationships.
Try our job search tool to find available jobs by location, business area and role type or learn more about the opportunities we offer in Wealth & Investment.
Our Global Investment & Solutions team is made up predominantly of technical experts, each one focusing on a different area of specialism. The one common role is that of Portfolio Manager, which involves delivering best-thinking investment solutions to individuals and groups of clients.
Some of the responsibilities that come with this role include working with Private Bankers to build the client base, helping to set business goals and objectives, and playing a key part in developing the business at market, regional and global levels.
We look for people who have a proven track record in sales and the ability to access and influence the client base. The role also calls for relevant technical skills, excellent banking product knowledge, and multidiscipline investment expertise.
Try our job search tool to find out more about the opportunities we offer in Global Investment and solutions.
As a Leadership and Management Higher Apprentice, I’ve been given so many opportunities that I wouldn’t have found elsewhere. Before I started at Barclays, I was studying for my A-levels in college. I felt that everyone around me expected me to aim for university, but after a while I decided that it wasn’t for me. […]
If you have a question about a role, a business area, or the application process itself, please refer to our helpdesk.
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