Private Banker (Middle-East)
Barclays
Geneva, Switzerland
vor 1 Tg.

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.

Key Accountabilities

  • Working as directed to achieve personal objectives and assist in achieving team targets for :
  • revenues
  • Maintain the highest levels of client service and delivery.
  • Act as key contact for banking products, credit advice and client queries.
  • Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome.
  • Act as the key interface between the client and other parts of the Barclays group, including :
  • Wealth Advisory
  • Discretionary Portfolio Management
  • Investment Advisory
  • Global, Investment & Solutions
  • Provide the client with world class financial solutions.
  • Be able and willing to discuss markets, their issues and opportunities with clients.
  • Fully utilise the banker toolset, systems and platforms, and challenge current standards to continuously improve quality.
  • Engage with digital technologies, products and solutions that are relevant to the Wealth business, and have the ability to use them to enhance the service provided to clients.
  • 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 :

  • Ensuring conformity with global and market standards of client service
  • Ensuring conformity with all Barclays terms and conditions
  • Ensuring conformity with global and market conditions on AML and KYC.
  • Ensuring conformity with global and market conditions on product delivery
  • Ensure that sales and business practices are within the regulatory framework
  • Ensure that you are up to date with latest regulatory standards on market education / training
  • Ensure that you are up to date with latest regulatory standards on suitability, capital adequacy and record keeping.
  • Person Specification

    Professional / technical experience

  • The candidate will have strong relationship skills and ideally have experience of managing and handling the needs of private client individuals and families.
  • 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.

  • The candidate will ideally have experience in controlling and monitoring of risk within a client book.
  • The candidate will have experience of the Financial Services industry, ideally with some experience in the areas of Retail regulated products and services to mass market and high net worth customers and asset management.
  • The ideal candidate will maintain a full, up to date understanding of the general financial markets dynamics and current financial concepts.
  • The ideal candidate will have a high aptitude and understanding of the digital landscape, with the ability to effectively manage Clients’ changing needs in this area.
  • Where appropriate, a detailed and up to date knowledge of the relevant International market
  • Academic and professional qualifications

    The ideal candidate will be RDR level four qualified or working towards qualification.

    Language skills

    The successful candidate will be fluent in English and Portuguese.

    Personal attributes

  • The ideal candidate will have excellent interpersonal and communication skills.
  • The ideal candidate will have an entrepreneurial spirit but also have a collegiate approach.
  • The ideal candidate will embrace a challenge and an evolving / changing environment.
  • The ideal candidate will display a constructive approach with the ability to relate to and accommodate a diverse range of personalities.
  • 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.

    Respect

    We respect and value those we work with, and the contribution that they make.

    Integrity

    We act fairly, ethically and openly in all we do.

    Service

    We put our clients and customers at the centre of what we do.

    Excellence

    We use our energy, skills and resources to deliver the best, sustainable results.

    Stewardship

    We are passionate about leaving things better than we found them.

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