Join us as a Private Banker within our growing Private Banking team based in Guernsey.
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.
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity opportunities and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.
What you will be doing:
- Establishing and growing a portfolio of HNW clients, understanding their financial goals and risk appetite
- Acting as the primary point of contact for clients, providing exceptional service and financial guidance
- Conducting regular client meetings & reviews
- Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
Essential Skills/Basic Qualifications:
- Previous experience working within Private Banking
- Exceptional client servicing and relationship management skills
- Excellent business development skills
Desirable skills:
- CISI level 4 qualified or equivalent
- Previous experience working as a Private Banker
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 Guernsey.
Purpose
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 Frameworkand 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.
