Private Banker
vor 1 Tag
About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager.
Overall purpose of role
The Private Banking team offers bespoke banking and investment solutions to 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.
Key Accountabilities
- Highly self directed assist in setting and achieving personal and achieving team targets for:
- new clients
- assets
- revenues
- Deliver high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome.
- Be recognised as an expert and influential contact for banking products, credit advice and client queries
- Be recognised as an expert and influential interface between the client and other parts of the Barclays group
- Wealth Advisory
- Discretionary Portfolio Management
- Investment Advisory
- Global Investments & Solutions
- Wider/cross Group (IB/Corp etc)
- Legal and compliance
- Senior management & Executive
- 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.
Stakeholder Management and Leadership
Director Private Bankers are expected to be skilled business developers, adept at identifying and developing new business opportunities that will then see them initiating, building and maintaining effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. They would be expected to engage and direct others within their team/Private Bank in this activity. In order to achieve this they must be highly skilled in engaging and influencing others to create and grow effective partnerships across the entire organisation, and externally, to drive performance. They would be expected to be accountable for specific partnerships and relationships, possibly at national level. The Director Private Banker may be expected to work within a banker cell or on their own, so they must be an exemplary team player capable of galvanising and leading a team from within as well as being a highly self motivated, independent self starter who needs the minimum of supervision. The Director Private Banker is expected to have a highly developed and extended sphere of influence that extends well beyond their own team in making a positive impact to the wider business, this network should extend not only across the Barclays group, but externally also.
The Director Private Banker may have direct leadership accountability for others, and so must be capable of leading and managing other people, and be able to take accountability for collective performance as well as their own. Even without direct reporting accountability the Director Private Banker must be highly skilled in directing the work of others/influencing/working collaboratively (within a cell, their own team, the wider Bank) in order to secure positive outcomes for clients and for the business. They must also be capable of taking accountability for this collective effort and giving it direction.
Impacting Business Strategy
Director level Private Bankers are expected to engage with the wider Wealth business and/or Barclays UK in a way that will have direct strategic influence (shaping offering, proposition, client experience, process, execution) and having direct impact on business commercial performance. Director level Private Bankers will be expected to Interact with, and influence, other teams within the Wealth business using their experience and seniority in a way that positively affects other teams’ performance - this might be through working directly with WEBB colleagues driving up cross business introduction or leading/participating in central programmes or initiatives that shape strategy and business approach moving forward.
Decision-making and Problem Solving
The Director Private banker is expected to be an exemplary leader in encouraging their peers and t
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