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Join us as a Junior Private Banker within our growing Private Banking and Wealth Management team based in Manchester. 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.
Job Responsibility
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
Requirements
Level 4 RDR qualified or equivalent
Exceptional client servicing and relationship management skills with Ultra-High-Net-worth Clients and demonstrable experience in building and managing this client base
Previous experience in controlling and monitoring of risk within a client book
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
Nice to have
Previous experience working as a Private Banker with a client base with investable assets of a minimum of £3m