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Job Description
Purpose
To work with clients to provide a world-class range of investment solutions and products across all asset classes, wealth structuring, lending, and banking services.
Accountabilities
- Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks, and compliance.
- Identification of market trends, new features, regulatory requirements, and potential risks, and analysis of data obtained from sales figures and customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
- Response to customer inquiries, resolution of issues, and provision of guidance on product usage.
- Presentation of the advantages and features of the product to potential customers, building trust, and encouraging adoption.
- Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
- Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
- Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.
Director Expectations
- To manage a business function, providing significant input to function-wide strategic initiatives.
- Contribute to and influence policy and procedures for the function and plan, manage, and consult on multiple complex and critical strategic projects, which may be business-wide.
- They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned with the values of the business. Or for an individual contributor, they lead organization-wide projects and act as a deep technical expert and thought leader, identifying new ways of working and collaborating cross-functionally.
- They will train, guide, and coach less experienced specialists and provide information affecting long-term profits, organizational risks, and strategic decisions.
- Provide expert advice to senior functional management and committees to influence decisions made outside of their own function, offering significant input to function-wide strategic initiatives.
- Manage, coordinate, and enable resourcing, budgeting, and policy creation for a significant sub-function.
- Escalates breaches of policies/procedures appropriately.
- Foster and guide compliance, ensure regulations are observed, and that relevant processes are in place to facilitate adherence.
- Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.
- Demonstrate extensive knowledge of how the function integrates with the business division/Group to achieve the overall business objectives.
- Maintain broad and comprehensive knowledge of industry theories and practices within their own discipline alongside up-to-date relevant sector/functional knowledge and insight into external market developments/initiatives.
- Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/sensitive situations.
- Exercise management authority to make significant decisions and certain strategic decisions or recommendations within their own area.
- Negotiate with and influence stakeholders at a senior level both internally and externally.
- Act as principal contact point for key clients and counterparts in other functions/business divisions.
- Mandated as a spokesperson for the function and business division.
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All Senior 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
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 Responsibilities
The role holder will lead the Wealth Advisory proposition for the UK international business in London and will also provide additional Wealth Advisory support to other PBWM platforms notably Dubai and Singapore.
The role holder will regularly meet highly successful international private clients with net worth often northwards of US$20m+ and in some cases up to US$1bn who represent captains of industry, entrepreneurs, and comprise the wealthiest individuals in many geographical locations.
The role holder will travel to meet clients across multiple regions in accordance with the permissible cross-border framework.
The role holder will provide a broad range of estate planning services to PBWM clients, who hold cash and assets under management with Barclays (with values in excess of £5 million). This is achieved through analyzing the holistic estate planning needs of HNW and UHNW international clients, (especially those with UK connections), and by applying technical skills and experience, the role holder will provide innovative, creative solutions to a broad range of cross-border succession planning client requirements in coordination with each client’s tax/legal advisors. This may result in the establishment of either a trust or provision of an insurance solution.
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Examples of typical scenarios could include assisting clients in the identification of an optimal structure to hold an asset to be acquired, providing a succession plan for a client’s family business together with all governance aspects, or helping a client with all wealth advisory considerations when relocating from one jurisdiction to another. This may also involve the re-structure of an existing wealth structure or the transfer of a trust/corporate structure from one fiduciary provider to another.
This is a client-facing role involving regular meetings and engagement with the Bank’s key clients with a responsibility to directly contribute to revenue generation, seek Net New Assets (NNA) and to encourage the Bank’s key clients to conclude estate planning structures based on advice provided.
The role holder will have a detailed understanding of the provision of advice for the Bank’s former Res non Dom client base.
The role holder will have experience of working with international clients. Experience of Middle East, Asia, European, Latam, NRI, African, and International Family Offices, etc., would be advantageous.
The role holder will seek new business opportunities from the Private Bankers and progress all leads through to completion of sale, (where appropriate), including the preparation of technical material, follow-up, and tracking of leads within the pipeline tracking system.
The role holder will take an active role in business development, leveraging external contacts (KBIs, Fiduciaries, lawyers, accountants, etc.) with a view to sourcing ‘New to Bank’ clients.
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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