Private Banker

Purpose of the role

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long term client relationships. Protect Barclays reputation through sound risk decisions by managing client group within their risk profile and appropriate regulatory framework.

Accountabilities

• Manage and grow client relationships and acquire new clients - identifying and managing solutions to meet a wide range of client needs.
• Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will deliver long term commercial reward.
• Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk.
• Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.
• Service/group relationships - referrals to group colleagues.

Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions and business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraise performance relative to objectives and determine reward outcomes.

For people leaders, demonstrate the following leadership behaviours: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. An individual contributor will lead collaborative assignments, guide team members through structured assignments, identify the need for inclusion of other areas of specialisation, and develop new policies or procedures to support risk management and governance.

Private Banker - Role Overview

Join us as a Private Banker in our UK International Private Banking team based in London. In this role you will play a central part in delivering bespoke financial solutions to high net worth clients. You will build deep, trusted relationships, work closely with individuals and families to understand their unique goals, and design comprehensive strategies across banking, lending and investments. You will craft tailored portfolios, structured products and wealth planning solutions that align with clients' long term ambitions. Managing and mitigating risk within client portfolios is a key responsibility, ensuring protection and growth of their wealth.

Essential Skills / Basic Qualifications

• Previous experience in Private Banking/Wealth Management.
• RDR Level 4 Qualified (including Securities).
• Proven experience working in a relationship management role.
• Internal and external stakeholder management experience.

Desirable Skills / Preferred Qualifications

• Previous experience working as a Private Banker.
• Corporate business development experience.
• Excellent communication skills.
• Good knowledge of wealth management, investment strategies and estate planning, delivering personalised financial solutions.

Regulatory Requirements

This role will be based in London. It is deemed a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations. The role holder may be required to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.