Identify client financial goals and risk tolerance
Design customised financial solutions
To establish and nurture profitable partnerships with both corporate and individual clients
Job Summary
To establish and nurture profitable partnerships with both corporate and individual clients.
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
In this role you will play a central role in delivering bespoke financial solutions to high-net-worth clients.
Matching Summary
To establish and nurture profitable partnerships with both corporate and individual clients.
Skills & Requirements
Must-have
Establish and nurture profitable partnerships
Identify client financial goals and risk tolerance
Design customised financial solutions
Communicate value proposition and negotiate terms
Provide expert investment and wealth management advice
Assess and minimise financial risks
Nice-to-have
Collaborate with other business divisions
Demonstrate leadership behaviours
Influence decision making
Barclays Values and Mindset
Key Requirements
Previous experience in Private Banking/Wealth Management
RDR Level 4 Qualified
Proven experience working in a relationship management role