Private Banker
vor 5 Monaten
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 conformity with global and market conditions on AML and KYC.
- Ensuring conformity with global and market conditions on product delivery
- Ensure that sales and business practices are within the regulatory framework
- Ensure that you are up to date with latest regulatory standards on market education/training
- Ensure that you are up to date with latest regulatory standards on suitability, capital adequacy and record keeping.
Person Specification
**Professional/technical experience**
- Where appropriate, a detailed and up to date knowledge of the relevant International market
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**Language skills**
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**Personal attributes**
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 Standard
**Purpose, Values and Mindset**
We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.
Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.
**Respect**
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.
**Integrity**
We operate with honesty, transparency and fairness in all we do.
**Service**
We act with empathy and humility, putting the pe
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