CrawlJobs Logo

Private Banker

barclays.co.uk Logo

Barclays

Location Icon

Location:
Isle of Man , Douglas

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Join us as a Private Banker where you will help deliver excellent business results while managing risk and building long-lasting relationships with clients and family offices. Acting as a trusted partner, you’ll provide tailored solutions across investment, banking, and credit, working closely with colleagues and specialists to meet client needs. Your role will focus on welcoming new clients, supporting asset growth, and meeting agreed targets, all while offering clear and practical advice.

Job Responsibility:

  • 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

Requirements:

  • Experience building and maintaining client relationships and providing tailored financial solutions in a regulated setting
  • Good organisational skills with the ability to handle several tasks at once and set clear priorities
  • A thoughtful approach, comfortable taking responsibility for tasks while working closely with the team
  • Clear communication and the ability to engage and influence clients in a positive way
  • Relevant academic and professional qualifications, ideally RDR Level 4 or working towards it

Nice to have:

  • A collaborative mindset with a practical approach to problem-solving
  • Flexibility and openness to change in a fast-moving environment
  • A constructive attitude and the ability to connect with clients from different backgrounds
What we offer:
  • Wellness rooms
  • gyms
  • mental health support
  • modern workspaces
  • collaborative areas
  • state-of-the-art meeting rooms
  • on-site cafeterias
  • fitness centers
  • tech-equipped workstations

Additional Information:

Job Posted:
March 20, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Private Banker

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for Singapore Team serving ultra-high net...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience
  • Extensive and proven experience in Private Banking covering UHNW market
  • Extensive experience in working with and/or leading client teams and transactions
  • Demonstrated track record in relationship selling
  • Bachelor's/University degree
Job Responsibility
Job Responsibility
  • Actively identify prospects and establish contact with them/convert prospects into clients
  • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
  • Anticipate events in a client's life and business which have significant financial implications
  • Serve as a trusted advisor to clients regarding financial matters
  • Build relationships with client families that cross generations
  • Effectively manage client expectations
  • Bring together product experts to develop long-term solutions
  • Help clients achieve broad financial/investment goals related to wealth creation and management
  • Develop tailored solutions addressing investment, risk management, and financing/liquidity needs
  • Establish a referral network and gain introductions to potential clients
What we offer
What we offer
  • Access to telehealth options
  • Health advocates
  • Confidential counseling
  • Learning and development resources
  • Generous paid time off packages
  • Programs to help balance work and life
  • Fulltime
Read More
Arrow Right

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for China Team (UHNW Segment) based in Si...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience
  • Extensive and proven experience in Private Banking covering the UHNW market
  • Extensive experience in working with and/or leading client teams and transactions
  • Demonstrated track record in relationship selling
  • Bachelor's/University degree
Job Responsibility
Job Responsibility
  • Actively identify prospects and establish contact with them/convert prospects into clients
  • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
  • Anticipate events in a client's life and business which have significant financial implications
  • Serve as a trusted advisor to clients regarding financial matters
  • Build relationships with client families that cross generations
  • Effectively manage client expectations
  • Bring together product experts to develop long-term solutions
  • Help clients achieve broad financial/investment goals related to wealth creation and management
  • Develop tailored solutions addressing investment, risk management, and financing/liquidity needs
  • Establish a referral network and gain introductions to potential clients
What we offer
What we offer
  • Access to telehealth options
  • Health advocates
  • Confidential counseling
  • Learning and development resources
  • Generous paid time off packages
  • Programs to help balance work and life
  • Fulltime
Read More
Arrow Right

Private Banker / Senior Private Banker

Citi Private Bank (CPB) is dedicated to serving the world's wealthiest individua...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience
  • Extensive and proven experience in Private Banking having covered the UHNW market
  • Extensive experience in working with and/or leading client teams and transactions
  • Demonstrated track record in relationship selling
  • Bachelor's/University degree
Job Responsibility
Job Responsibility
  • Actively identify prospects and establish contact with them/convert prospects into clients
  • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
  • Anticipate events in a client's life and business which have significant financial implications
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf
  • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs
  • Establish a referral network and gain introductions to potential clients which generate new sales
What we offer
What we offer
  • Access to telehealth options, health advocates, confidential counseling
  • Access to an array of learning and development resources
  • Generous paid time off packages
  • Programs that help employees balance their work and life
  • Fulltime
Read More
Arrow Right

Private Banker

Join us as a Private Banker within our growing Private Banking team based in Dub...
Location
Location
United Arab Emirates , Dubai
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market
  • Exceptional client servicing and relationship management skills with 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
  • Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
  • Ability to adapt to a rapidly changing business including regulatory and technological environment
Job Responsibility
Job Responsibility
  • Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, 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 the UAE
  • Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
  • Keep clients informed on market trends, economic updates, and investment opportunities
What we offer
What we offer
  • modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
  • hybrid working
  • Fulltime
Read More
Arrow Right

Private Banker

Join us as a Private Banker within our growing Private Banking team based in Dub...
Location
Location
United Arab Emirates , Dubai
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience working as a Private Banker with a client base of over USD300m within the UAE market
  • Exceptional client servicing and relationship management skills with 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
  • Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
  • Ability to adapt to a rapidly changing business including regulatory and technological environment
Job Responsibility
Job Responsibility
  • Manage and grow a portfolio of HNW/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 the UAE
  • Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
  • Keep clients informed on market trends, economic updates, and investment opportunities
What we offer
What we offer
  • Hybrid working
  • Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
  • Fulltime
Read More
Arrow Right

Private Banker

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the African market
  • Demonstrated track record in relationship acquisition
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Extensive experience in selling new products, based on client needs
  • Experience in working on teams and influencing diverse resources and stakeholders
  • Fluent English
  • Excellent relationship building skills
  • Having a deep network in the African market
  • Thrives in a business development environment
  • Strong IT skills including Excel and Word
Job Responsibility
Job Responsibility
  • Build Client Relationships
  • Develop Client Solutions
  • Execute and Drive Results
  • Teamwork
  • Build & Maintain Relationships with Business Partners, Colleagues and Staff
  • Promote Integrity and Trust
  • Fulltime
Read More
Arrow Right

Private Banker

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...
Location
Location
Switzerland , Zurich
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Swiss market with a focus on the German speaking part of Switzerland
  • Demonstrated track record in relationship acquisition
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Extensive experience in selling new products, based on client needs
  • Experience in working on teams and influencing diverse resources and stakeholders
  • Fluent German and English (written and spoken)
  • Excellent relationship building skills
  • Thrives in a business development environment
  • Strong IT skills including Excel and Word
  • Creative and innovative
Job Responsibility
Job Responsibility
  • Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
  • Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
  • Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
  • Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
  • Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies
  • Fulltime
Read More
Arrow Right

Private Banker

Citi Private Bank is a trusted advisor to the world's wealthiest, most influenti...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the African market
  • Demonstrated track record in relationship acquisition
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Extensive experience in selling new products, based on client needs
  • Experience in working on teams and influencing diverse resources and stakeholders
  • Fluent English
  • Excellent relationship building skills
  • Having a deep network in the African market
  • Thrives in a business development environment
  • Strong IT skills including Excel and Word
Job Responsibility
Job Responsibility
  • Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
  • Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
  • Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
  • Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
  • Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies
What we offer
What we offer
  • Global benefits designed to support well-being, growth and work-life balance
  • Fulltime
Read More
Arrow Right