Identify client financial goals and risk tolerance
Design customised financial solutions
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, analyzing data to identify trends, and designing customized solutions.
Engage with Ultra High Net Worth and Family Office clients to attract business, originate new relationships, and deliver high-quality client solutions for complex, cross-border banking and investment requirements.
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
Nurture profitable client 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
Engage with Ultra High Net Worth clients
Nice-to-have
Act as credible external ambassador
Contribute to Asia strategy development
Foster performance, inclusion, and collaboration
Demonstrate leadership behaviours
Adhere to Barclays Values and Mindset
Key Requirements
Experience managing a business function
Experience leading large teams or sub-functions
Experience leading organisation-wide projects
Expert technical knowledge and thought leadership
Experience training, guiding, and coaching specialists
Experience advising senior management
Experience managing resourcing, budgeting, and policy creation
Experience influencing stakeholders at senior level
Experience as principal contact point for key clients