Private Banker - Uhnw

Barclays

Le Saint Michel, ,
Client relationship management
Financial goals identification
Investment portfolio analysis
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.
  • Accountabilities include managing client relationships, designing customised solutions, providing expert investment advice, and assessing financial risks.
  • Vice President Expectations involve advising key stakeholders, managing and mitigating risks, demonstrating leadership, and collaborating with other areas of work.

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 identification
  • Investment portfolio analysis
  • Customised solution design
  • Risk assessment and mitigation
  • Client satisfaction monitoring

Nice-to-have

  • Influencing and negotiating skills
  • Trusting relationships building
  • Barclays Values demonstration
  • Barclays Mindset adoption

Key Requirements

  • Vice President level experience
  • Sophisticated analytical thought
  • In-depth analysis and interpretative thinking
  • Extensive research adoption

Work Rights

Not specified

Tailored Resume

Cover Letter