Job Description

Join us as a Private Banker - Europe and become part of a dynamic team delivering exceptional financial services to clients managed across four key jurisdictions, including Switzerland, Ireland, Monaco, and India on the London booking centre. In this role, you will work with clients from diverse regions, providing a full range of private banking services--from tailored investment solutions to wealth structuring and lending -- while collaborating closely with our offshore banking teams who have primary relationship with the clients. You'll leverage your expertise in managing cross-border relationships and products, ensuring that each client receives personalized financial strategies designed to meet their unique needs.


You will manage an existing client book, with ample opportunity to grow and develop new business from within your portfolio. In the role, you will work in partnership with the offshore-Private Bankers and navigate the challenges of working across multiple jurisdictions, using your in-depth knowledge of different markets to deliver exceptional results.


This role offers an exciting opportunity to build your career in an international environment, working with a diverse range of clients and expanding your skills in global private banking. At Barclays, you will play a key role in delivering tailored solutions to safeguard and grow client wealth across borders.

To be successful as a Private Banker - Europe, you should have experience with:

Building excellent client relationships, with a focus on understanding and addressing the needs of high-net-worth clients. Gaining a deep understanding of clients' financial goals and providing tailored advice across a wide range of wealth management solutions, including structured products. Front office client-facing experience, with a proven ability to engage with clients, manage relationships, and deliver exceptional service. The ideal candidate will be RDR level four qualified. Experience in controlling and monitoring risk within a client book, ensuring a balanced approach to portfolio management.

Some other highly valued skills may include:

Strong business acumen, with the ability to identify growth opportunities and navigate complex financial markets. Excellent communication and relationship-building abilities, enabling you to engage effectively with clients and colleagues across diverse backgrounds. Superior client management skills, with a focus on delivering personalized service and anticipating clients' evolving needs. The ability to work collaboratively across global teams, bringing together expertise from different markets and jurisdictions.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.


This role is based in London.

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Accountabilities

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 expert investment 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.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.