- Entry level
- No Education
- Salary to negotiate
Private Banker - 90200243
Primary Location:UK-West Midlands-Birmingham
Posting Range:3 Dec 2018 - 31 Dec 2018
About Barclays Barclays is a major global financial services provider engaged in personal banking, credit cards, corporate and investment banking, and wealth and investment management. With over 300 years of history and expertise in banking, Barclays moves, lends, invests and protects money for customers and clients worldwide.
As a leading global wealth and investment manager, Barclays provides international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients across the world. Additionally our clients benefit from access to the breadth of personal, corporate and investment banking expertise across Barclays, one of the largest financial services groups in the world.
Our mission is to set a new standard in wealth management by understanding our clients better than anyone else. In pursuit of this objective, we hire and develop only the best people in the industry. We look for talented, tenacious individuals who seek opportunities for self-improvement and career progression. Our long-term agenda can only be achieved through close collaboration and a shared sense of empathy, integrity and trust.
Purpose of role
Private Banking offers bespoke banking and investment solutions to high net worth (UHNW) individuals across the globe. This role is focussed in Birmingham. It provides a comprehensive range of investment advice across all asset classes, wealth structuring advice and banking services. It operates in both onshore and offshore markets and is organised around market-focused teams.
New Business Origination The role holder will identify, develop and secure new private banking relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources. This will involve presenting to clients as a representative of the bank and as a investment professional to a variety of audiences. The role holder will achieve stretching personal and team targets for new clients, new assets and strong revenues. The role holder will make a significant contribution to referring relevant business to other parts Private Bank & Overseas Services and/or the Barclays Group.
Investment Advice and Financial Solutions
The role holder will be highly competent and provide innovative and world class financial solutions to meet client needs, including:
Investment Management: Offer a range of services depending on client demands, including modeled, bespoke, discretionary and advisory portfolios. Work closely with the Private Bankers to provide a holistic service to clients.
Balance Sheet: Offer Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases.
Wealth Advisory: Provide fiduciary solutions, wealth planning and structuring services plus trust and estate planning.
Alternative Investments: Offer clients exposure to hedge funds, private equity, commodities and real estate.
Corporate & Investment Banking: Enable clients to access products and services traditionally available only to institutional clients, through the Key Clients Team.
We would expect bankers at this level to be fully engaged with proposition development and able to coordinate subject matter experts from across the bank to negotiate and deliver complex solutions to clients.
Governance and Control
The role holder will ensure conformity with global and market standards of client service, regulatory compliance, front-office procedures, KYC, product delivery and operating model and be able to deliver to any identified accountabilities as recorded in the annual Performance Development System.
Key clients (internal and external)
The role holder will maintain the highest levels of service and delivery to existing clients at all times and be the key contact for all investment advice and client queries. The role holder will act as key interface between clients and other parts of Private Bank & Overseas Services and the wider Barclays Group.
The role holder must be able to demonstrate a wide sphere of influence across Barclays.
The successful candidate will ensure that all activities and duties are carried out in
About the company
Barclays moves, lends, invests and protects money for 48 million customers and clients worldwide.
We have over 325 years of history and expertise in banking. From our beginnings in Lombard Street, London through to the launch of the world’s first ATM and innovative mobile phone payments services, find out more about our achievements to date.
Barclays is a trading name of Barclays Bank PLC and its subsidiaries. Barclays Bank PLC is registered in England and is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England. Registered No. 1026167. Registered office: 1 Churchill Place, London E14 5HP.