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Remote wealth planner for high net worth

Liverpool (Merseyside)
Barclays Bank Plc
Wealth planner
€65,000 a year
Posted: 21h ago
Offer description

Barclays Bank Plc seeks a Virtual Wealth Manager to enhance clients' financial futures by providing bespoke wealth planning and investment management services. This role focuses on building relationships with High Net Worth clients, ensuring their financial goals are met through tailored advice and solutions. Responsibilities include managing client interactions, implementing strategic plans, and advising on investment and risk management. The position requires a strong understanding of wealth management solutions and experience in a regulated advice environment.
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