Barclays

Overview

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.

About Barclays

The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.

Requirements & Eligibility

• Previous experience working as a Private Banker with a client base with investable assets of a minimum of £3m
• Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base
• Previous experience in controlling and monitoring of risk within a client book
• Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic
• Ability to adapt to a rapidly changing business including regulatory and technological environment

Key Responsibilities

• 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.
• Manage and grow a portfolio of HNW clients, understanding their financial goals and risk appetite
• Act as the primary point of contact for clients, providing exceptional service and financial advice
• Conduct regular reviews of clients' investment and financial portfolios
• Identify and onboard new clients through networking, referrals, and strategic partnerships