Private Banker
6 months ago
**Private Banker - North**
**Manchester or Leeds**
This role is deemed as 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.
As a Barclays Private Banker - North, you will have an exciting chance to be part of the UK Domestic team that offers bespoke banking and investment solutions to ultra-high net worth clients. In your new role you will be acting as trusted advisor 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.
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
- Being responsible for 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 managing and handling the needs of private client individuals and families
- Ability to gain in-depth knowledge of clients’ needs and advising on a diverse range of wealth management solutions
- Previous experience of the Financial Services industry, ideally in the areas of Retail regulated products and services to mass market and high net worth customers and asset management
- Being RDR level four qualified
**Skills that will help you in the role**:
- High aptitude and understanding of the digital landscape
- Excellent market exposure and multi-disciplined private banking expertise
- Business development and cold calling skills
**Where will you be working?**
Manchester
In the centre of Spinningfields, Hardman Street is right in the centre of the best of Manchester’s professional business network. A multi divisional space with Corporate, Wealth, Premier and Digital colleagues, the offices include a client suite for meetings for up to 100 people, but are equally intimate for smaller meetings. Set in the heart of the cities gyms, bars, restaurants and shopping, Barclays offices are a real benefit to its 300 staff and an attractive venue for clients.
Leeds
We are located in the heart of the City, which is the financial and professional services centre for the region. Our offices are a few minutes’ walk from the central train station. The office is conveniently located close to many shops and restaurants in this vibrant part of the city.
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