Barclays
Ultra-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 the 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.
Vice President Expectations
To 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, they define jobs and responsibilities, planning for the department’s future needs and operations, counseling employees on performance, and contributing to employee pay decisions/changes. They may also 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.
If the position has leadership responsibilities, People Leaders are expected to 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
For an individual contributor, they will be a subject matter expert within their own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialization to complete assignments. They will 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 your team does. Demonstrate comprehensive understanding of the organization 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 in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
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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.
Join Us
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. 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 and must be accomplished in influencing others to create and grow effective partnerships across the organization, and externally, to drive performance.
What You Will Be Doing
- Manage and grow a portfolio of UHNW 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.
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Essential Skills/Basic Qualifications
- 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.
- 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
- Identification of wealth planning opportunities.
- Ability to adapt to a rapidly changing business including regulatory and technological environment.
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.
Location
This role is based in London.
Regulatory Requirements
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.
Our Work Experience
Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard-working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.
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