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Role Title

Private Banker - Family office/UHNW

Location

1 Churchill Place, London

What will you be doing

• This role is focused on clients in the UK. It provides a comprehensive range of investment advice across all asset classes, wealth structuring advice and banking services
• New business origination. Identify, develop and secure new private banking relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources
• Maintain the highest levels of client service and delivery
• Act as key contact for banking products, credit advice and client queries
• Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
• Act as the key interface between the client and other parts of the Barclays group
• 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

What we’re looking for

• The candidate will have strong relationship skills and have experience of managing and handling the needs of private client individuals and families. The ideal candidate will be effective in gaining an in-depth understanding of clients’ needs and advising on a diverse range of wealth management solutions

• The candidate will ideally have experience in controlling and monitoring of risk within a client book
• The candidate will have experience of the Financial Services industry, ideally with some experience in the areas of Retail regulated products and services to mass market and high net worth customers and asset management
• The ideal candidate will maintain a full, up to date understanding of the general financial markets dynamics and current financial concepts

Skills that will help you in your role

• The ideal candidate will be educated to Degree level

• The right candidate will have the appropriate regulatory qualifications
• The ideal candidate will have excellent interpersonal and communication skills
• The ideal candidate will have an entrepreneurial spirit but also have a collegiate approach
• The ideal candidate will embrace a challenge and an evolving/changing environment
• The ideal candidate will display a constructive approach with the ability to relate to and accommodate a diverse range of personalities

Where will you be working

In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as; a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links. With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.