Private Banker - Uhnw

Barclays

Client relationship management for uhnw individuals
Financial analysis of investment portfolios and cash flow
Designing customized wealth management solutions
The role serves as a bridge between the bank's offerings and the financial needs of ultra-high-net-worth clients

Job Summary

  • The role serves as a bridge between the bank's offerings and the financial needs of ultra-high-net-worth clients.
  • Responsibilities include analyzing client data to identify trends, insights, and opportunities for additional services.
  • The position requires designing customised solutions that incorporate a range of products from the bank's portfolio.

Matching Summary

The role serves as a bridge between the bank's offerings and the financial needs of ultra-high-net-worth clients.

Skills & Requirements

Must-have

  • Client relationship management for UHNW individuals
  • Financial analysis of investment portfolios and cash flow
  • Designing customized wealth management solutions
  • Risk assessment and mitigation strategies
  • Negotiating terms beneficial to client and bank

Nice-to-have

  • Strong influencing and negotiating skills
  • Understanding of regulatory landscape trends
  • Ability to collaborate across functional areas
  • Demonstrating Barclays values of integrity and service

Key Requirements

  • Vice President level experience expected
  • Expertise in risk management and governance
  • Proven track record in private banking or wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter