Private Banker (m|f|x) Manchester

Join us as a High-Net-Worth Private Banker within our growing Private Banking team based in either Manchester or our Leeds office.

The Private Banking team offers customized banking and investment solutions to high-net-worth clients. Barclays Private Bankers serve as trusted advisors to clients, providing tailored banking services, lending, and wealth structuring, in addition to a world-class range of investment solutions and products across all asset classes.

Private Bankers are expected to identify, initiate, build, and maintain effective introductory relationships with key internal and external stakeholders to ensure a steady flow of opportunities for new clients, assets, and revenue. To achieve this, you must be proactive in identifying and developing opportunities and must be skilled at influencing others to create and grow effective partnerships throughout the organization and externally to drive performance.

Purpose of the Role

: Deliver exceptional sales and business performance by acquiring, developing, and maintaining highly proactive, long-term client relationships. Protect Barclays’ reputation through sound risk decisions by managing client groups within their risk profiles and the appropriate regulatory framework.

Tasks

• Manage and grow a portfolio of high-net-worth 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 contributor and subject matter expert within the team for banking products, credit advice, investment knowledge, and more complex client inquiries
• Deliver high-quality, customized advice, maximizing 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 high-net-worth clients in the region
• Attend client events, wealth management forums, and other high-profile gatherings in London
• Provide advice on portfolio management, estate planning, succession, and offshore structuring as appropriate
• Keep clients informed about market trends, economic updates, and investment opportunities
• Manage and grow client relationships and acquire new clients—identifying and managing solutions to meet a wide range of client needs.
• Develop a solid understanding of the strategies of the clients in your portfolio through regular, proactive contact, responding to client and prospect inquiries and requests, and identifying opportunities that will deliver long-term commercial returns.
• Manage operational, reputational, financial crime, and credit risk for the portfolio to avoid exposing Barclays to undue risk.
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, the Enterprise-Wide Risk Management Framework, and internal Barclays policies and policy standards. Service/group relationships—referrals to group colleagues.

Profile / Your qualification / Your personality

Essential Skills/Basic Qualifications

• Previous experience working as a private banker with a client base having investable assets of at least £3 million
• Exceptional client service 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 risk within a client portfolio
• Strong knowledge of global economic and political conditions, current affairs, and competitor activity, as well as their impact on clients
• Experience or demonstrated understanding of investments, banking, and trust concepts, including, but not limited to: asset allocation in structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and the identification of wealth planning opportunities
• Ability to adapt to a rapidly changing business environment, including regulatory and technological developments

Desirable Skills

• Excellent knowledge of regulated credit agreements, investment advice, deposits, portfolio management services, and financial promotions
• Strong aptitude and understanding of the digital landscape, with the ability to effectively manage clients’ evolving needs in this area

Vice President Expectations

• To contribute to or establish strategy, drive requirements, and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies and processes; deliver continuous improvements; and escalate violations of policies and procedures.
• If managing a team, they define roles and responsibilities, plan for the department’s future needs and operations, provide performance feedback to employees, and contribute to decisions regarding employee compensation and changes. They may also lead a team of specialists to influence departmental operations in alignment with both strategic and tactical priorities, while balancing short- and long-term goals and ensuring that budgets and schedules meet corporate requirements.
• If the position involves leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment where colleagues can thrive and consistently deliver to an excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
• OR, for an individual contributor, they will be a subject matter expert within their own discipline and will guide the technical direction. They will lead collaborative, multi-year projects and guide team members through structured assignments, identifying the need to involve other areas of expertise to complete the work. They will train, guide, and coach less experienced specialists and provide information that impacts long-term profits, organizational risks, and strategic decisions.
• Advise key stakeholders, including functional leadership teams and senior management, on functional and cross-functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team performs.
• Demonstrate a comprehensive understanding of the organization’s functions to contribute to achieving the business’s goals.
• Collaborate with other departments to ensure that support functions aligned with the business stay up to date with business activities and strategies.
• Create solutions based on sophisticated analytical thinking by comparing and selecting complex alternatives. In-depth analysis combined with interpretive thinking will be required to define problems and develop innovative solutions.
• Incorporate the findings of extensive research into problem-solving processes.
• Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives, using influencing and negotiating skills to achieve results.

Application

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

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Location

86–88 Market Street, GB-M1 1PD Manchester