HNW Private Banker: Israeli Coverage & Wealth Solutions

Barclays UK; Greater London; On-site; GBP 80,000 - 110,000; Full time

Job summary

A leading financial institution in London seeks a Private Banker to manage high-net-worth client portfolios, offering bespoke banking and investment solutions. You will act as a trusted advisor to clients, providing exceptional service while building and maintaining client relationships. Candidates must have prior experience managing a portfolio of clients with significant investable assets. This role requires strong financial acumen and the ability to adapt to a changing regulatory environment. A background in the Israeli market is preferred.

Qualifications

• Previous experience as a Private Banker with a client base in the Israeli market.
• Exceptional skills in client servicing and relationship management.
• Strong understanding of economic and political conditions and their impact on clients.

Responsibilities

• Manage and grow a portfolio of HNW clients understanding their financial goals.
• Act as the primary point of contact for clients, providing exceptional service.
• Conduct regular reviews of clients' investment portfolios.

Skills

Client servicing

Relationship management

Financial advice

Risk management

Investment knowledge

Business development

Job description

A leading financial institution in London seeks a Private Banker to manage high-net-worth client portfolios, offering bespoke banking and investment solutions. You will act as a trusted advisor to clients, providing exceptional service while building and maintaining client relationships. Candidates must have prior experience managing a portfolio of clients with significant investable assets. This role requires strong financial acumen and the ability to adapt to a changing regulatory environment. A background in the Israeli market is preferred.