Join us as a Private Banker in our UK International Private Banking team based in London.
In this role you will play a central role in delivering bespoke financial solutions to high-net-worth clients. You will build deep, trusted relationships, working closely with individuals and families to understand their unique goals and design comprehensive strategies across banking, lending, and investments. Drawing on your market expertise, you will craft tailored portfolios, structured products, and wealth planning solutions that align with clients’ long-term ambitions.
You will also be responsible for managing and mitigating risk within client portfolios, using your insights to protect and grow their wealth. With access to world-class investment opportunities and the full breadth of Barclays’ global capabilities, you will be empowered to deliver exceptional service and strategic advice. This is your opportunity to be part of a team known for its discretion, integrity, and ability to meet the complex needs of some of the world’s most sophisticated clients.
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 personalized financial solutions to clients
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 will be based in London.
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
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.
Assistant Vice President Expectations
To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ 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, appraisal of performance relative to objectives and determination of reward outcomes
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
Influence or convince stakeholders to achieve outcomes.
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.
