Financial Guide - Banking and Credit Relationship Manager

Join us as a Financial Guide - Banking and Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning.To be successful as a Financial Guide - Banking and Credit Relationship Manager, you should have:Demonstrable Relationship Management experience.Evidence of Wealth management experience.Stakeholder management.Excellent communication skills.Adaptability to change.Desirable skillsMIFAD qualificationSMART Investor QualificationMortgage experienceYou 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 skillsThis role is based in Glasgow. Purpose of the roleTo support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. AccountabilitiesAssessment of clients'' financial needs and goals, through the collection of information about clients'' income, expenses, debts, savings and investment goals.Provision of relevant information providing the opportunity to achieve clients'' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage.Explanation of complex financial concepts, product features and ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!