PRIVATE BANKER | BARCLAYS | LONDON

As a Vice President Private Banker, you will take full ownership of ultra-high-net-worth client relationships, delivering tailored investment, banking, and wealth structuring solutions. In this senior role, you will be responsible for designing and implementing complex financial strategies that align with client objectives, while managing risk across portfolios and ensuring regulatory adherence.
You will lead client acquisition and revenue growth initiatives, leveraging your deep market knowledge and broad product expertise across all asset classes, including structured products and bespoke credit. As a senior member of the team, you will also play a key role in mentoring junior bankers and collaborating with product specialists to deliver a seamless, high-touch client experience.

ACCOUNTABILITIES

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client’s industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client’s specific needs and objectives, incorporating a range of products and services from the bank’s portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

To establish and nurture profitable partnerships with both corporate and individual clients. It’s the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long-term success.