Private Banker - Charities

4952 Barclays Bank PLC; Greater London; On-site; GBP 75,000 - 120,000; Full time

Benefits offered by this job

Barclays Values & Culture

Job summary

Barclays Private Banker role based in London focuses on delivering bespoke banking and lending solutions to charities, not-for-profits, foundations and endowments. You will act as a trusted advisor to clients and prospects, offering a world-class range of investment solutions and products across asset classes.

You will manage the needs of UK charities and not-for-profits, supporting the dedicated team and ensuring compliance with regulatory requirements and Barclays values in every interaction.

Qualifications

• Experience with relationship management for charities, not-for-profits and private clients in the UK.
• Ability to understand client needs and advise on a diverse range of private banking solutions.
• RDR level four qualified (or equivalent).
• Interest in investments, ESG and sustainability.

Responsibilities

• Act as trusted advisor to clients and prospects, providing bespoke banking and lending solutions.
• Manage the needs of charities and not-for-profits in the UK and support the Charities and Not-for-Profits Team.
• Collaborate with Private Banking colleagues to deliver investment solutions across asset classes.
• Adhere to regulatory requirements and Barclays values in all client interactions.

Skills

Relationship management

Business development

Analytical skills

Investment knowledge

Risk awareness

Education

RDR level 4 qualified

Job description

Job Description Purpose of the role

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long term client relationships. Protect Barclays reputation through sound risk decisions by managing client group within their risk profile and appropriate regulatory framework. Accountabilities 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.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.

The four LEAD behaviours are

• L – Listen and be authentic
• E – Energise and inspire
• A – Align across the enterprise
• D – Develop others

OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Opportunity as a Barclays Private Banker

Join us as a Barclays Private Banker, you will have an exciting opportunity to be part of the team that offers bespoke banking and investment solutions to charities, not for profits, foundations and endowments. In your new role, you will be acting as trusted advisor to clients and prospects providing bespoke banking and lending services, in addition to a world class range of investment solutions and products across all asset classes. Specifically, you will be managing and handling the needs of charities, not-for-profits, foundations and endowments in the UK and CD’s, as well as supporting an existing established Charities and Not-for-Profits Team in our Private Bank with all client and prospect matters.

Requirements

To be successful as a Private Banker, you should have experience with: Relationship management and experience of managing and handling the needs of charities, not for profits, foundations and endowments and/or private client individuals and families in the UK Demonstrable experience of understanding of clients’ needs and advising on a diverse range of private banking solutions RDR level four qualified (or equivalent) Have an interest in all matters related to investments, ESG and sustainability

Some other highly valued skills may include

• Excellent market exposure and multi-disciplined private banking experience
• Business development skills
• Strong analytical skills and investment knowledge

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. This role is located in London. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.