Barclays
High Net Worth Private Banker
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Job Description
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 groups 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.
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.
- Demonstrate leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviors are:
- L – Listen and be authentic
- E – Energise and inspire
- A – Align across the enterprise
- D – Develop others
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What You Will Be Doing
- 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.
- Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge, and more complex client queries.
- Deliver high-quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome.
- Identify and onboard new clients through networking, referrals, and strategic partnerships.
- Develop and execute tailored strategies to attract and retain wealthy clients in the region.
- Attend client events, wealth management forums, and other high-profile gatherings in London.
- Advise on portfolio management, estate planning, succession, and offshore structuring where relevant.
- Keep clients informed on market trends, economic updates, and investment opportunities.
Essential Skills/Basic Qualifications
- Previous experience working as a Private Banker with a client base with investable assets of a minimum of £3m.
- RDR Level 4 qualified, including securities and derivatives or equivalent.
- 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 trust and estate products, and identification of wealth planning opportunities.
- Ability to adapt to a rapidly changing business, including regulatory and technological environments.
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Desirable Skills
- Excellent knowledge of regulated credit agreements/investment advice/deposits/portfolio management services/financial promotions.
- High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients’ changing needs in this area.
You may be assessed on the key critical skills relevant for success in the 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 London.
This role is deemed 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.
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