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Relationship Director/banker

3 months ago

St Peter Port, United Kingdom Barclays Full time

Relationship Director or Banker - Private Clients and Family Office

Guernsey


As a Barclays Relationship Director or Banker - Private Clients and Family Office, you'll grow and develop relationships with multinational Family Office and local islands based private clients, typically generating sustained revenue by becoming a "trusted advisor".

You'll be delivering banking and investment services thus ensuring a holistic service for your clients.

This is an opportunity to acquire, develop and service client relationships based on their investment need, risk appetite and in accordance with appropriate regulatory framework.


Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation.

We offer careers that provide endless opportunity - helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.


What will you be doing?

  • Working as a team in achieving targets for new client acquisition, netting new asset, credit, investment acquisitions, and revenues
  • Maintaining the highest levels of client service and delivery, and acting as key contact for banking products, credit advice and client queries
  • Delivering high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
  • Acting as the key interface between the client and other teams including Wealth Advisory, Discretionary Portfolio Management, Investment Advisory, Global, Investment & Solutions
  • Discussing markets, their issues, and opportunities with clients
  • Utilising fully the banker toolset, systems and platforms, and challenging current standards to continuously improve quality
  • Engaging with digital technologies, products and solutions that are relevant to the Wealth business, and using them to enhance the service provided to clients

What we're looking for:

  • Exceptional relationship skills and experience of providing holistic banking and wealth management services to high net worth private client individuals and family offices
  • Ability to gain indepth knowledge of clients' needs and advising on a diverse range of wealth management solutions
  • Experience in controlling and monitoring of risk within a client book.
  • Exceptional business development skills and commercial acumen

Skills that will help you in the role:

  • High aptitude and understanding of the digital landscape
  • Excellent market exposure and multidisciplined private banking expertise
  • Being RDR level four qualified or working towards qualification

Where will you be working?

We have two offices in Guernsey situated in the heart of St Peter Port, the main town on this idyllic Island.

The Barclays offices are surrounded by good quality shops and it's only a 5 minute walk to the beautiful harbour with numerous sea view restaurants and bars.

Barclays in Guernsey promotes its 'Values' and is at the forefront of everything we do with a business emphasis on our 'Shared Growth' agenda with colleagues volunteering to help others in the community they live.

We are a dynamic, future focused organisation with employee opportunities for personal development and mobility across the Barclays Group.

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