Join us as an Ultra-High-Net-Worth Private Banker within our growing Private Banking team based in London.
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. 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.
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunities and be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.
What you will be doing:
* Manage and grow a portfolio of UHNW 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 person and subject‑matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
* Deliver high‑quality bespoke advice, maximising 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 wealthy clients in the region
* Attend client events, wealth management forums, and other high‑profile gatherings in London
* Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
* Keep clients informed on market trends, economic updates, and investment opportunities
Essential Skills/Basic Qualifications:
* Previous experience working as a Private Banker with a client base with investable assets of a minimum of £20m within the Middle East market
* Exceptional client servicing and relationship‑management skills with Ultra‑High‑Net‑Worth Clients and demonstrable experience in building and managing this client base
* Previous experience in controlling and monitoring of risk within a client book
* Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
* Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth‑planning opportunities
* Ability to adapt to a rapidly changing business including regulatory and technological environment
Desirable skills:
* Excellent knowledge of regulated credit agreements, investment advice, deposits, portfolio‑management services, financial promotions
* High aptitude and understanding of the digital landscape, with the ability to effectively manage clients’ changing needs in this area
* Arabic speaker
You may be assessed on the key critical skills relevant for 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.
This role is based in London.
This role is deemed 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 is 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 client’s 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 to 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.
Vice President Expectations
* Contribute or set strategy, drive requirements and make recommendations for change; plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and address breaches of policies/procedures.
* If managing a team, define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance and contribute to employee pay decisions/changes; lead specialists to influence departmental operations in alignment with strategic and tactical priorities, balancing short and long‑term goals and ensuring budgets and schedules meet corporate requirements.
* If the position has leadership responsibilities, 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.
* For an individual contributor, act as a subject‑matter expert within own discipline, guide technical direction, lead collaborative, multi‑year assignments, and guide team members through structured assignments, identifying the need for inclusion of additional specialisations. Train, guide and coach less experienced specialists and provide information affecting long‑term profits, organisational 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, supporting the control and governance agenda.
* Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
* Demonstrate comprehensive understanding of the organisation’s functions to contribute to achieving the business goals.
* Collaborate with other areas of work for business‑aligned support and to keep up to speed with business activity and strategies.
* Create solutions based on sophisticated analytical thought, comparing and selecting complex alternatives; perform in‑depth analysis with interpretative thinking to define problems and develop innovative solutions.
* Adopt and include the outcomes of extensive research in 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 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.
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