To establish and nurture profitable partnerships with both corporate and individual clients, it's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success
Job Summary
To establish and nurture profitable partnerships with both corporate and individual clients, it's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Private Bankers are expected to build and maintain effective allocated introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues.
Ensure that 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.
Matching Summary
To establish and nurture profitable partnerships with both corporate and individual clients, it's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Skills & Requirements
Must-have
Establish and nurture profitable partnerships
Management of client relationships
Design of customised solutions
Communication of value proposition
Provision of guidance to clients
Assessment of financial, legal, and operational risks
New business origination
Nice-to-have
Thought leader
Collaborating cross functionally
External environment focus
Digital technologies engagement
Strong team player and self-starter
Key Requirements
Degree level education
Appropriate regulatory qualifications
Experience managing private client individuals and families
Experience in Financial Services industry
Experience in Retail regulated products and services