Private Banker - High Net Worth

Join us as a Private Banker in our Private Banking team based in Southampton.

In this role you will play a central role in delivering bespoke financial solutions to ultra‑high‑net‑worth clients. You will build deep, trusted relationships, working closely with individuals and families to understand their unique goals and design comprehensive strategies across banking, lending, and investments. Drawing on your market expertise, you will craft tailored portfolios, structured products, and wealth planning solutions that align with clients’ long‑term ambitions.

You will also be responsible for managing and mitigating risk within client portfolios, using your insights to protect and grow their wealth. With access to world‑class investment opportunities and the full breadth of Barclays’ global capabilities, you will be empowered to deliver exceptional service and strategic advice. This is your opportunity to be part of a team known for its discretion, integrity, and ability to meet the complex needs of some of the world’s most sophisticated clients.

• Previous experience in Private Banking/Wealth Management
• RDR Level 4 Qualified
• Proven experience working in a relationship management role

• Previous experience working as a Private Banker
• Excellent communication skills
• Good knowledge of wealth management, investment strategies, and estate planning, delivering personalized financial solutions to clients

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 may be based in Southampton.

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 is 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 expert investment 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…