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Remote wealth manager for high‑net‑worth clients

Bournemouth
Barclays
Wealth manager
€65,000 a year
Posted: 4h ago
Offer description

BARCLAYS is seeking a Virtual Wealth Manager to engage with High Net Worth clients and provide tailored financial advice. The role involves developing relationships, managing investment portfolios, and ensuring alignment with clients' financial goals. Candidates should have a RDR Level 4 qualification and experience in wealth planning. The position offers opportunities for remote work, and aims to help clients navigate complex financial decisions while ensuring satisfaction and compliance with industry standards.
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