Ultra-High-Net-Worth Private Banker

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. The role includes managing and growing client relationships, acquiring new clients, and identifying solutions to meet a wide range of client needs. Establish a sound understanding of the strategies of the clients in the portfolio through regular proactive contact, responding to client or prospect queries, and identifying opportunities that will deliver long term commercial reward.

Manage operational, reputational and credit risk for the portfolio to avoid exposing Barclays to undue risk. Ensure activities are carried out in full compliance with regulatory requirements and internal Barclays policies and standards.

Join us as an Ultra-High-Net-Worth Private Banker within our growing Private Banking team based in London. The Private Banking team offers bespoke banking and investment solutions to ultra-high-net-worth clients. 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.

Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders to ensure effective opportunity streams for new clients, assets and revenues. The role requires proactivity in identifying and developing opportunities and the ability to influence others to create and grow partnerships across the organisation and externally to drive performance.

• Previous experience working as a Private Banker with a client base with investable assets of a minimum of £20m.
• Exceptional client servicing and relationship management skills with Ultra-High-Net-worth Clients and demonstrable experience in building and managing this client base.
• Experience in controlling and monitoring risk within a client book.
• Strong knowledge of global economic and political conditions, current affairs and competitor activity and their impact on clients.
• Experience or understanding of investments, banking and trust concepts including asset allocation on structured and managed portfolios, brokerage accounts, portfolio reviews, and wealth planning opportunities.
• Ability to adapt to a rapidly changing business environment including regulatory and technological changes.

• Excellent knowledge of regulated credit agreements, investment advice, deposits, portfolio management services and financial promotions.
• High aptitude and understanding of the digital landscape and the ability to manage clients’ changing needs in this area.

Role is based in London and may require holding mandatory regulatory qualifications or minimum internal company benchmarks. Our work experience is the combination of the company culture, values, and people.