Strategic Private Banker – Charities & Foundations

Barclays UK; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading financial services firm in London seeks an experienced Private Banker to manage and nurture relationships with charities, foundations, and high-net-worth individuals. The role involves providing bespoke banking and investment strategies tailored to clients' financial goals. Ideal candidates will have a strong background in relationship management and hold an RDR Level 4 qualification, ensuring adherence to regulatory standards. The position offers an opportunity to work closely with a dedicated team and contribute to business growth in the UK financial sector.

Qualifications

• Proven experience in managing financial needs for charities and high-net-worth individuals.
• Strong track record in bespoke banking and investment advice.
• Familiarity with regulatory landscapes in the UK banking sector.

Responsibilities

• Manage client relationships to identify financial goals and challenges.
• Design and deliver customized banking and investment solutions.
• Assess and mitigate financial and legal risks in client relationships.

Skills

Relationship Management

Analytical Skills

Client Engagement

Education

RDR Level 4 Qualification (e.g., CISI, CII)

Job description

A leading financial services firm in London seeks an experienced Private Banker to manage and nurture relationships with charities, foundations, and high-net-worth individuals. The role involves providing bespoke banking and investment strategies tailored to clients' financial goals. Ideal candidates will have a strong background in relationship management and hold an RDR Level 4 qualification, ensuring adherence to regulatory standards. The position offers an opportunity to work closely with a dedicated team and contribute to business growth in the UK financial sector.