Private Banker - North Region

Barclays

Manchester, United Kingdom
Managing private client relationships
Wealth management solutions expertise
Risk assessment and compliance knowledge
The role serves as the bridge between Barclays' offerings and clients' needs to establish profitable partnerships with corporate and individual clients

Job Summary

  • The role serves as the bridge between Barclays' offerings and clients' needs to establish profitable partnerships with corporate and individual clients.
  • Candidates are expected to identify, develop, and secure new private banking relationships through personal referrals and internal networks while delivering bespoke investment advice.
  • The position requires ensuring full compliance with regulatory requirements, including AML, KYC, and suitability standards, while managing financial and operational risks.

Matching Summary

The role serves as the bridge between Barclays' offerings and clients' needs to establish profitable partnerships with corporate and individual clients.

Skills & Requirements

Must-have

  • Managing private client relationships
  • Wealth management solutions expertise
  • Risk assessment and compliance knowledge
  • New business origination capabilities
  • Client financial goal analysis

Nice-to-have

  • Strong digital landscape aptitude
  • Cross-functional collaboration skills
  • In-depth industry trend understanding
  • Strategic project leadership experience
  • High net worth client networking

Key Requirements

  • Degree level education
  • Appropriate regulatory qualifications
  • Experience in retail regulated products
  • Asset management experience
  • Knowledge of international markets

Work Rights

Not specified

Tailored Resume

Cover Letter