Private Banker

Barclays•Guernsey, WY

5d•Onsite

About The Position

Join us as a Private Banker within our growing Private Banking team based in Guernsey. The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors 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. Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity opportunities and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.

Requirements

Previous experience working within Private Banking
Exceptional client servicing and relationship management skills
Excellent business development skills
CISI level 4 qualified or equivalent
Previous experience working as a Private Banker

Nice To Haves

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Responsibilities

Manage and grow client relationships and acquire new clients - identifying and managing solutions to meet a wide range of client needs
Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will deliver long term commercial reward
Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk
Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards
Service/group relationships - referrals to group colleagues
Establishing and growing a portfolio of HNW clients, understanding their financial goals and risk appetite
Acting as the primary point of contact for clients, providing exceptional service and financial guidance
Conducting regular client meetings & reviews
Identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues.
Be proactive in identifying and developing opportunity opportunities and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.