Job at a glance
Join us as a Private Banker within our growing Private Banking and Wealth Management team based in Leeds. The Private Banking team offers bespoke banking and investment solutions to Ultra high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.
What you will be doing: Support the Senior Private Banker with growing a portfolio of UHNW clients, understanding their financial goals and risk appetite Act as the primary point of contact for clients, providing exceptional service and financial advice Conduct regular reviews of clients' investment and financial portfolios Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome Identify and onboard new clients through networking, referrals, and strategic partnerships Develop and execute tailored strategies to attract and retain wealthy clients in the region Attend client events, wealth management forums, and other high-profile gatherings in London Advise on portfolio management, estate planning, succession, and offshore structuring where relevant Keep clients informed on market trends, economic updates, and investment opportunities, Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long term client relationships.
Protect Barclays reputation through sound risk decisions by managing client group within their risk profile and appropriate regulatory framework. Accountabilities Manage and grow client relationships and acquire new clients - identifying and managing solutions to meet a wide range of client needs. Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will deliver long term commercial reward.
Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk. Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards Service/group relationships - referrals to group colleagues. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.
Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.
The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collab