Barclays
Private Banker – Charities & Not-for-Profits
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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.
- Service/group relationships - referrals to group colleagues.
Vice President Expectations
- Contribute or set strategy, drive requirements, and make recommendations for change.
- Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures.
- If managing a team, define jobs and responsibilities, planning for the department’s future needs and operations, counseling employees on performance, and contributing to employee pay decisions/changes.
- Lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long-term goals and ensuring that budgets and schedules meet corporate requirements.
Leadership Responsibilities
- Demonstrate a clear set of 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
Individual Contributor Responsibilities
- Be a subject matter expert within their own discipline and guide technical direction.
- Lead collaborative, multi-year assignments and guide team members through structured assignments, identifying the need for the inclusion of other areas of specialization to complete assignments.
- Train, guide, and coach less experienced specialists and provide information affecting long-term profits, organizational risks, and strategic decisions.
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross-functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work their team does.
- Demonstrate a comprehensive understanding of the organization's functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business-aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem-solving processes.
- Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
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Barclays Values
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.
Role Overview
As a Private Banker within Barclays Private Bank, you will play a pivotal role in managing relationships with charities, not-for-profits, foundations, education institutions, and endowments across the UK. Acting as a trusted advisor, you will be responsible for identifying clients’ financial goals, challenges, and risk appetites, tailoring bespoke banking, lending, and investment strategies that deliver meaningful outcomes. You will support the management and growth of an existing book of clients, working closely with a well-established team while contributing to business development and strategic growth across the sector.
In this client-facing role, you will engage with a wide spectrum of stakeholders, assessing financial, operational, and legal risks while ensuring transparent documentation and consistent alignment with the bank's regulatory and ethical frameworks. Your understanding of sector-specific trends, regulatory shifts, and ESG considerations will shape tailored recommendations and investment solutions that reflect both fiduciary duty and long-term sustainability.
You will be responsible for proactively monitoring client satisfaction, revenue performance, and key success metrics, ensuring a high level of service delivery and continuously evolving the value proposition in line with client needs and the bank’s broader strategic vision.
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What You Will Be Doing
- Manage and grow a portfolio of charity and not-for-profit clients, understanding their financial goals and risk appetite.
- Act as a point of contact for clients, providing exceptional service and financial advice.
- Conduct regular reviews of clients' investment and financial portfolios.
- Deliver high-quality bespoke advice, maximizing value for clients.
- Identify and onboard new clients through networking, referrals, and strategic partnerships.
- Develop and execute tailored strategies to attract and retain charity clients.
- Attend client events and sector forums to build a network.
- Keep clients informed on market trends, economic updates, and investment opportunities.
Essential Criteria
- Demonstrable experience managing relationships with charities and not-for-profit organizations, with proven ability to identify and pursue new opportunities to build a client book.
- Understanding of the financial needs of charities, not-for-profits, foundations, endowments, with experience of building and maintaining long-term, strategic partnerships.
- Demonstrable track record of delivering tailored solutions across banking, lending, and investment products, with the ability to assess client portfolios and align offerings with strategic financial objectives.
- Strong knowledge of global economic and political conditions, current affairs, and competitor activity and the impact of these on the charity sector.
- Previous experience in controlling and monitoring of risk within a client book.
- RDR Level 4 qualification (e.g., CISI, CFA, or equivalent).
Desirable Criteria
- An informed perspective on the UK charities and not-for-profits sector, including familiarity with regulatory developments, sector-specific news, ESG integration, and sustainable investment strategies.
Role Location
This role is based in London.
Additional Information
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 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.
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