Private Banker - Brazil Desk

Join us as a Barclays Private Banker, where you will have an exciting opportunity to be part of the team that offers bespoke banking and investment solutions to high-net-worth clients. In your new role, you will be acting as trusted advisor 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.

Specifically, you will be managing and handling the needs of private individuals and families in Brazil/Latin America.

• Relationship management and experience of managing and handling the needs of private client individuals and families in Brazil and Latin America
• Fluent Portuguese speaker
• Previous Financial Services experience, ideally in the areas of regulated products and services to Ultra-high-net worth customers and asset management
• Gaining in-depth understanding of clients’ needs and advising on a diverse range of wealth management solutions
• You must be RDR level four qualified

• High aptitude and understanding of the digital landscape
• Excellent market exposure and multi-disciplined private banking experience
• Strong business development and cold calling skills

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is located in London.

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

• 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…