Overall purpose of role
The Private Banking team offers bespoke banking and investment solutions to high net worth client. 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.
Stakeholder Management and Leadership
AVP Private Bankers are expected to build and maintain effective allocated 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 they must be able to take the initiative to effectively partner and collaborate across the organisation, and externally, to drive performance.
The AVP Private Banker may be expected to work within a banker cell or on their own, so they must be a strong team player and a self starter.
The AVP Private Banker does not have any direct leadership accountability, but is expected to be able to exert influence on colleagues and contacts (introducers etc) in order to secure positive outcomes for clients and for the business.
Decision-making and Problem Solving
The AVP Private Banker is expected to be able to apply analytical reasoning and judgement to solve problems and deliver the highest levels of client advice and service.
They must be capable of employing appropriate resources to drive continuous improvement and innovation. In this role they must make informed, transparent decisions and consider the broader / longer term implications.
The AVP Private banker is expected to take ownership for issues that impact clients, to work to resolve them and to seek opportunities to suggest areas for improvement, enabling breakthrough innovations as well as incremental improvements to the business and our client service.
Risk and Control Objective
Ensure that 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
This includes but is not limited to :
Professional / technical experience
The ideal candidate will be effective in gaining an in-depth understanding of clients’ needs and advising on a diverse range of wealth management solutions.
Academic and professional qualifications
The ideal candidate will be RDR level four qualified or working towards qualification.
The successful candidate will be fluent in English and Portuguese.
Risk and Control Objective
Ensure that 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.
Purpose and Values
Barclays has a single cross-business Purpose for Barclays and five core Values which underpin it.
Our Purpose is to create opportunities for people to rise- customers, clients, colleagues and society. Put simply this is the answer to the question What is Barclays for?
and it should guide our every action as employees.
We respect and value those we work with, and the contribution that they make.
We act fairly, ethically and openly in all we do.
We put our clients and customers at the centre of what we do.
We use our energy, skills and resources to deliver the best, sustainable results.
We are passionate about leaving things better than we found them.