Private Banker - UHNW

barclaysยท 9700 Barclays Monaco PLC
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About this role

Job Description

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.ย 

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.

Vice President Expectations

  • 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 does.
  • Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
  • Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required 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 in order 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 โ€“ our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset โ€“ to Empower, Challenge and Drive โ€“ the operating manual for how we behave.

Frequently Asked Questions

Is the salary disclosed for the Private Banker - UHNW position at barclays?
The salary for this Private Banker - UHNW role at barclays is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Private Banker - UHNW position at barclays located?
This Private Banker - UHNW role at barclays is based in Monaco La Costa, Le Saint Michel Building. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Private Banker - UHNW role at barclays full-time or part-time?
This is listed as a Full time position. It is posted as a Private Banker - UHNW role in the 9700 Barclays Monaco PLC department at barclays.
Which team or department does the Private Banker - UHNW at barclays belong to?
This Private Banker - UHNW position is part of the 9700 Barclays Monaco PLC department at barclays. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Private Banker - UHNW position at barclays?
Click the "Apply Now" button on this page. You will be redirected to barclays's official application portal hosted on workday where you can submit your application directly.
Private Banker - UHNW
barclays
Apply for this role โ†—

You'll be redirected to barclays's official application page on Workday.