Private Banker – MD – UHNW & FO

Overall purpose of role

Private Banking offers bespoke banking and investment solutions to Ultra High Net Worth (UHNW) individuals and Family Offices across the globe.

This is a London based role focused on UHNW and Family Office clients. The successful candidate will provide a comprehensive range of investment advice across all asset classes, wealth structuring advice and banking services.

New business origination. Candidates will likely have strong networks across the target client base in London.

The Private Banker will identify, develop and secure new private banking relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources.

Working as directed to achieve personal objectives and assist in achieving team targets for:

• new clients
• assets
• revenues

Maintain the highest levels of client service and delivery.

Act as key contact for banking products, credit advice and client queries.

Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome.

Act as the key interface between the client and other parts of the Barclays group, including:

• Wealth Advisory
• Discretionary Portfolio Management
• Investment Advisory
• Global, Investment & Solutions

Provide the client with world class financial solutions.

Be able and willing to discuss markets, their issues and opportunities with clients.

Fully utilise the banker toolset, systems and platforms, and challenge current standards to continuously improve quality.

Engage with digital technologies, products and solutions that are relevant to the Wealth business, and have the ability to use them to enhance the service provided to clients.

The candidate will have strong relationship skills and have experience of managing and handling the needs of private client individuals and families.

The ideal candidate will be effective in gaining an in-depth understanding of clients’ needs and advising on a diverse range of wealth management solutions.

The candidate will ideally have experience in controlling and monitoring of risk within a client book.

The candidate will have experience of the Financial Services industry at MD level.

The ideal candidate will maintain a full, up to date understanding of the general financial markets dynamics and current financial concepts.

The ideal candidate will have a high aptitude and understanding of the digital landscape, with the ability to effectively manage clients’ changing needs in this area.

Where appropriate, a detailed and up to date knowledge of the relevant International market.

The candidate is familiar with the UHNW market and has some experience with dealing with this market and clients.

The candidate has some knowledge and experience with more institutional investment banking services.

The right candidate will have the appropriate regulatory qualifications.

The ideal candidate will have excellent interpersonal and communication skills.

The ideal candidate will have an entrepreneurial spirit but also have a collegiate approach.

The ideal candidate will embrace a challenge and an evolving/changing environment.

The ideal candidate will display a constructive approach with the ability to relate to and accommodate a diverse range of personalities.

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.
• Com…