The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients
Job Summary
The Private Banking team offers bespoke banking and investment solutions to 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.
Matching Summary
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients.
Skills & Requirements
Must-have
High Net Worth client management
bespoke banking and investment solutions
identify and onboard new clients
manage and grow client portfolio
expert investment advice
Nice-to-have
digital landscape understanding
networking and referrals
client events and forums
Key Requirements
Minimum of £3m investable assets client base
Previous Private Banker experience
Experience in controlling and monitoring risk
Knowledge of global economic and political conditions
Understanding of investments, banking and trust concepts
Certified role under PRA & UK Financial Conduct Authority