Hiring.Camp

Private Banker - UHNW

Barclays

·

Sep 11, 2024

Location
Monaco La Costa, Le Saint Michel Building
Type
Full-time
Source
Workday

Description

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. 

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 – 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.

Skills

Risk ManagementNegotiation

Similar Jobs

30

Private Banker

Absa · De Wagenweg Office Park Block B, South Africa

5 days ago

Private Banker

FirstRand provides · Parkside, 130 Independence Avenue, Central Business District, Windhoek, 10005 (40h), Namibia

1 week ago

Private Banker

Standard Bank Group · Finima, RV, Nigeria

1 week ago

Private Banker

Northwest · OH0527 New Albany, United States of America +1 · Onsite

1 week ago

Private Banker

Rbc · RBC WATERSIDE CENTRE, 1871 HOLLIS ST:HALIFAX, Canada

1 week ago

Private Banker

Nab · North Shore Partners Centre, 55 Corinthian Drive, New Zealand

1 week ago

Private Banker

Sunflower Bank · Houston, TX

2 weeks ago

Private Banker

Fnbcorp · FNB Financial Center, United States of America

3 weeks ago

Private Banker

Gtefinancial · Tampa, FL (HQ), United States of America

3 weeks ago

Private Banker

hancockwhitney · City Plaza - Baton Rouge, LA, United States of America

3 weeks ago

Private Banker

DLP Bank · Lehigh Valley, PA +1

1 month ago

Private Banker

Cibc · IL-Chicago, 120 S LaSalle St Fl 2, United States of America · Remote, Onsite

1 month ago

Private Banker

Morgan Stanley · Milwaukee, WI,US, US

2 months ago

Private Banker

Ms · 411 E. WISCONSIN AVENUE, United States of America

2 months ago

Private Banker

hancockwhitney · Kirby - Houston, TX, United States of America

2 months ago

Private Banker

Barclays · Guernsey, St Julian's Court

2 months ago

Private Banker

Ms · 350 E Las Olas Blvd- FL, United States of America

2 months ago

Private Banker

hancockwhitney · Kirby - Houston, TX, United States of America

2 months ago

Private Banker

hancockwhitney · Kirby - Houston, TX, United States of America

2 months ago

Private Banker

Morgan Stanley · Palm Beach, FL,US, US

2 months ago

Private Banker

Ms · 2211 York Rd- IL, United States of America

2 months ago

Private Banker

Morgan Stanley · Oak Brook, IL,US, US

2 months ago

Private Banker

Partners Federal Credit Union · Hamlin, FL

2 months ago

Private Banker

Heritage Bank Career Page · Sioux Falls, SD · Remote, Hybrid

3 months ago

Private Banker

Sunflower Bank · San Diego, CA

3 months ago

Private Banker

Sunflower Bank · Irvine, CA

3 months ago

Private Banker

Banco Sabadell

4 months ago

Private Banker

Northwest · PA0186 Mount Joy, United States of America · Onsite

5 months ago

Private Banker

Kleberg Bank, N.A. · Corpus Christi, TX

1+ year ago

Private Banker

OCBC · DKI JAKARTA, Indonesia, ID

1+ year ago