Private Banker - Uhnw

Barclays

Monaco, Monaco
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 by identifying financial goals, challenges, and risk tolerance, supporting analysis of data to identify trends and additional services.
  • Advise key stakeholders on functional and cross-functional areas of impact and alignment, managing and mitigating risks through assessment.

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
  • risk management strategies
  • market trend updates

Nice-to-have

  • influencing and negotiating skills
  • trusting relationships
  • Barclays Values
  • Barclays Mindset

Key Requirements

  • Vice President Expectations
  • demonstrate leadership and accountability
  • comprehensive understanding of organisation functions
  • sophisticated analytical thought

Work Rights

Not specified

Tailored Resume

Cover Letter