UHNW Private Banker - Bespoke Wealth Advisor

Barclays Bank Plc; Chadderton; On-site; GBP 120,000 - 180,000; Full time

Job summary

Barclays is seeking an High-Net-Worth Private Banker based in Manchester or Leeds within our Private Banking team. You will manage a UHNW portfolio, delivering bespoke banking and investment solutions, and act as a trusted advisor to ultra-high-net-worth clients across the region.

You will identify opportunities, conduct regular reviews, and collaborate with internal and external partners to grow assets and revenues while maintaining strict risk controls and regulatory compliance.

Qualifications

• Previous experience as Private Banker with investable assets of a minimum of £20m
• Exceptional client servicing and relationship management skills with Ultra-High-Net-worth Clients
• Experience in controlling and monitoring of risk within a client book
• Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Ability to adapt to a rapidly changing business including regulatory and technological environment

Responsibilities

• Manage and grow a portfolio of UHNW clients
• Act as the primary point of contact for clients and provide financial advice
• Conduct regular reviews of clients' investment and financial portfolios
• Become a subject matter expert within the team for banking products and wealth solutions
• Deliver bespoke advice and maximize value for clients while driving revenue

Skills

UHNW clients

relationship management

client onboarding

credit advice

Job description

Barclays is seeking an High-Net-Worth Private Banker based in Manchester or Leeds within our Private Banking team. You will manage a UHNW portfolio, delivering bespoke banking and investment solutions, and act as a trusted advisor to ultra-high-net-worth clients across the region.

You will identify opportunities, conduct regular reviews, and collaborate with internal and external partners to grow assets and revenues while maintaining strict risk controls and regulatory compliance.