Relationship Manager: Multi-family Offices and

Vor 5 Tagen

Geneve, Schweiz Barclays Vollzeit

Barclays Overview

Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. Our goal is to become the bank of choice by providing superior services to customers and clients and supporting our stakeholders via a commercially successful business that generates long-term sustainable returns.

Our two clearly defined divisions, Barclays UK and Barclays International, provide diversification by business line, geography and customer, enhancing financial resilience and helping to contribute to the delivery of consistent returns through the business cycle. We have a strong core business with exciting prospects, well positioned to deliver long-term value for our shareholders.

Consistent with the objective of delivering long-term sustainable value for all our stakeholders, we have developed our Shared Growth Ambition - our approach to citizenship and the sustainability of the business model we operate. The aim is to make decisions and do business that provides our clients and customers, and the communities which we serve, with access to a prosperous future.

The delivery of our strategy is underpinned by the energy, commitment and passion of our people, and we are clear on our common purpose: to help people achieve their ambitions, in the right way.

Overall purpose of role

The Private Banking team offers bespoke banking and investment solutions to high net worth client. 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
- Working on their own volition to achieve personal objectives and assist in achieving team targets for:

- new clients
- assets
- revenues
- Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome.
- Become a go to person within the team and key interface between the client and other parts of the Barclays group, including:

- Wealth Advisory
- Discretionary Portfolio Management
- Investment Advisory
- Global Investments & 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.

Stakeholder Management and Leadership

VP 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 they must be proactive in identifying and developing opportunity and they must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance. They would be expected to take the lead on specific partnerships and relationships on behalf of the team. The VP Private Banker may be expected to work within a banker cell or on their own, so they must be expected to be a team player capable of influencing from within the team and a highly self motivated/independent self starter. The VP Private Banker is expected to extend their sphere of influence beyond their own team in making a positive contribution to the wider Private bank business, so must be capable of building extended personal networks. The VP Private Banker is unlikely to have any direct leadership accountability, but is expected to be accomplished in influencing others and working collaboratively (within a cell, their own team, the wider Private Bank and beyond) in order to secure positive outcomes for clients and for the business.

Decision-making and Problem Solving

The VP Private banker must be proactive in taking ownership for issues that impact clients, working with others to resolve them and proactively engaging in opportunities to develop business improvement (eg; central programmes and projects etc) with the objective of identifying and enabling breakthrough innovations as well as incremental improvements to the business and our client service.

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards

This includes but is not limited to:

- Ensuring conformity with global and market standards of client service
- Ensuring conformity with all Barclays terms and conditions
- Ensuring

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