UHNW Private Banker | West Africa Focus

Barclays

London

On-site

GBP 90,000 - 150,000

Full time

14 days+

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Job summary

A leading financial institution in London is seeking an Entry Level Private Banker to provide bespoke banking and investment solutions to ultra-high net worth clients. The role involves managing client relationships, designing customized wealth management strategies, and providing market updates. Ideal candidates have experience in relationship management and a Level 4 RDR qualification. This position offers a full-time employment opportunity in the banking industry.

Qualifications

  • Experience managing needs of private clients, specifically in West Africa.
  • Experience in Financial Services, ideally in retail products and asset management.
  • Ability to advise on diverse wealth management solutions.

Responsibilities

  • Manage client relationships to identify financial goals and challenges.
  • Research client industries and regulatory landscape for strategic recommendations.
  • Design customized wealth management solutions using Barclays' products.
  • Communicate the value proposition and negotiate beneficial terms.
  • Offer investment advice and updates on market trends.
  • Document all client interactions for transparency.
  • Monitor client satisfaction and revenue metrics.

Skills

Relationship management experience
Understanding client needs
Strong digital acumen
Business development skills

Education

RDR Level 4 qualification

Job description

A leading financial institution in London is seeking an Entry Level Private Banker to provide bespoke banking and investment solutions to ultra-high net worth clients. The role involves managing client relationships, designing customized wealth management strategies, and providing market updates. Ideal candidates have experience in relationship management and a Level 4 RDR qualification. This position offers a full-time employment opportunity in the banking industry.
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Healthcare package
Wellbeing programs