Private Banker
Posted on :
09-04-2024
Employer Active
15 Vacancies
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Job Description
- Highly self directed assist in setting and achieving personal and achieving team targets for:
- new clients
- assets
- revenues
- Deliver high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome.
- Be recognised as an expert and influential contact for banking products, credit advice and client queries
- Be recognised as an expert and influential interface between the client and other parts of the Barclays group
- Wealth Advisory
- Discretionary Portfolio Management
- Investment Advisory
- Global Investments & Solutions
- Wider/cross Group (IB/Corp etc)
- Legal and compliance
- Senior management & Executive
- 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.
Employment Type
Full Time
Department / Functional Area
Key Skills
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