UHNW Private Banker & Wealth Advisory Lead

Barclays; Leeds; On-site; GBP 90,000 - 150,000; Full time

Job summary

Barclays is seeking a High-Net-Worth Private Banker to be based in Manchester or Leeds. You will manage UHNW client relationships, provide bespoke banking and investment advice, and coordinate wealth planning with a focus on risk and compliance.

You will act as a trusted advisor for ultra-high-net-worth clients, develop opportunities, and collaborate with internal stakeholders to deliver tailored wealth management solutions across asset classes.

Qualifications

• Experience delivering bespoke banking and investment advice to ultra-high-net-worth clients.
• Strong client servicing and relationship management skills within a private banking context.
• Ability to assess and monitor risk within a client book and regulatory requirements.

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 portfolios and wealth strategies.
• Develop and deliver tailored wealth management strategies across asset classes.

Skills

UHNW client service

Relationship management

Risk management

Job description

Barclays is seeking a High-Net-Worth Private Banker to be based in Manchester or Leeds. You will manage UHNW client relationships, provide bespoke banking and investment advice, and coordinate wealth planning with a focus on risk and compliance.

You will act as a trusted advisor for ultra-high-net-worth clients, develop opportunities, and collaborate with internal stakeholders to deliver tailored wealth management solutions across asset classes.