Private Banker - Northern Region

jobs.barclays

Northern Region, United Kingdom
Client relationship management
Financial goals analysis
Customised solution design
To establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs

Job Summary

  • To establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
  • Manage client relationships to identify financial goals, challenges, and risk tolerance, supporting analysis of data to identify trends and additional services.
  • Provide guidance to clients on financial decisions, offering expert investment advice, risk management, and wealth management strategies support.

Matching Summary

To establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial goals analysis
  • Customised solution design
  • Investment advice
  • Wealth management strategies
  • Risk assessment and mitigation
  • New business origination

Nice-to-have

  • Digital technologies engagement
  • Cross-functional collaboration
  • External stakeholder influence
  • Thought leadership
  • Performance culture embedding

Key Requirements

  • Degree level education
  • Appropriate regulatory qualifications
  • Experience managing private client needs
  • Financial Services industry experience
  • Understanding of financial markets dynamics

Work Rights

Not specified

Tailored Resume

Cover Letter