The Private Banker will provide a comprehensive range of investment advice across all asset classes, wealth structuring advice, and banking services to Ultra High Net Worth individuals and Family Offices
Job Summary
The Private Banker will provide a comprehensive range of investment advice across all asset classes, wealth structuring advice, and banking services to Ultra High Net Worth individuals and Family Offices.
The role involves managing complex client relationships, designing customized financial solutions, and acting as the key interface between clients and various Barclays business units.
Senior leadership expectations include managing strategic direction, mentoring teams, influencing senior stakeholders, and driving business growth while embodying Barclays’ values and leadership behaviors.
Matching Summary
The Private Banker will provide a comprehensive range of investment advice across all asset classes, wealth structuring advice, and banking services to Ultra High Net Worth individuals and Family Offices.
Skills & Requirements
Must-have
Client relationship management
Investment advice across asset classes
Risk assessment and management
New business origination
Use of digital banking technologies
Negotiation and communication skills
Nice-to-have
Entrepreneurial spirit
Collegiate approach
Ability to adapt to evolving environment
Strong interpersonal skills
Knowledge of international markets
Experience with institutional investment banking
Key Requirements
Experience at Managing Director level in Financial Services