UHNW Private Banker: Strategic Wealth Advisory

4952 Barclays Bank PLC; Manchester; On-site; GBP 120,000 - 180,000; Full time

Job summary

Barclays Bank PLC in Manchester/Leeds seeks a High-Net-Worth Private Banker to manage a UHNW client portfolio, offering bespoke banking services, lending and wealth structuring. You will build trusted advisory relationships, delivery tailored investment solutions and collaborate with internal partners to grow assets and revenues.

The role requires experience with UHNW clients, strong relationship and risk management skills, and deep knowledge of investments and wealth planning.

Qualifications

• Private Banker experience with UHNW clients (≥£20m AUM).
• Excellent client servicing and relationship management skills.
• Experience controlling and monitoring risk within a client book.
• Strong knowledge of global markets, investments and wealth planning.

Responsibilities

• Manage and grow a portfolio of UHNW clients, understanding their financial goals and risk appetite.
• Act as the primary point of contact for clients, providing exceptional service and financial advice.
• Conduct regular reviews of clients' investment and financial portfolios.
• Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries.
• Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome.
• Identify and onboard new clients through networking, referrals, and strategic partnerships.
• Develop and execute tailored strategies to attract and retain wealthy clients in the region.
• Attend client events, wealth management forums, and other high-profile gatherings in London.
• Advise on portfolio management, estate planning, succession, and offshore structuring where relevant.
• Keep clients informed on market trends, economic updates, and investment opportunities.

Skills

UHNW client management

Relationship management

Risk management

Regulatory knowledge

Banking product knowledge

Job description

Barclays Bank PLC in Manchester/Leeds seeks a High-Net-Worth Private Banker to manage a UHNW client portfolio, offering bespoke banking services, lending and wealth structuring. You will build trusted advisory relationships, delivery tailored investment solutions and collaborate with internal partners to grow assets and revenues.

The role requires experience with UHNW clients, strong relationship and risk management skills, and deep knowledge of investments and wealth planning.