Financial Guide - Banking & Credit Relationship Manager

Join us as a Financial Guide - Banking & 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 & Credit Relationship Manager, you should have :

Demonstrable Relationship Management experience.

Evidence of Wealth management experience.

Stakeholder management.

Excellent communication skills.

Adaptability to change.

Desirable skills

MIFAD qualification

SMART Investor Qualification

Mortgage experience

You 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 skills

This role is based in Glasgow.

Purpose of the role

To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning.

Accountabilities

• Assessment 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 benefits in a clear and understandable way, empowering clients to make informed decisions about their finances.
• Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals.
• Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance.
• Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support.
• Review of clients’ financial plans and adjust them as needed to adapt to changing circumstances.

Analyst Expectations

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.