Private Banker

1 week ago


Mumbai Maharashtra, India Barclays Full time

Job Title:
Private Banker (Singapore)

Primary Location:
Singapore

Hybrid Working

Structured hybrid role:
**About Private Bank**

As the Private Bank we bring the breadth and scale of what we do as a banking group to our individual clients, channelling this know-how and reaching out across our network to unlock broader capabilities. Our track record includes leading access to market opportunities and financing from the Investment and Corporate Bank, strong historical performance of discretionary investments against industry benchmarks, and unrivalled access to philanthropy advice to highlight just a few.

**Key Accountabilities**
- The role holder will engage with UHNW and Family Office clients who are typically multi-banked with multi-jurisdictional and often complex banking and investment requirements and succesfully attract them to execute or place their business with Barclays Private Bank and the wider Barclays Group.
- The role holder will identify, develop and secure new relationships through personal and client referrals, Barclays group internal networks and corporate and investment banking sources
- The role holder is expected to onboard new clients of the appropriate calibre and size to deliver business growth for the Private Bank and provide clients with the solutions and services that meet their needs
- The role holder in their day-to-day activity, using their breadth of experience will facilitate delivery of the right client solutions for sophisticated multi-jurisdiction, multi banked clients with complex banking and investment requirements

**Risk and Control Objective**

Take ownership for managing risk and strengthening controls in relation to the work you do

**Investment Advice and Financial Solutions**
- The role holder will provide clients and prospective clients with access to and solutions drawn from the Private Bank product set which shall include:

- Investment Management: This shall include modelled and bespoke discretionary portfolios together with advised transactions into the full range of authorised investment products including publicly listed securities, mutual funds, structured products, hedge funds, private equity, commodities, real estate, FX products and private assets.

**Investment Advice and Financial Solutions**
- The role holder will provide clients and prospective clients with access to and solutions drawn from the Private Bank product set which shall include:
o Investment Management: This shall include modelled and bespoke discretionary portfolios together with advised transactions into the full range of authorised investment products including publicly listed securities, mutual funds, structured products, hedge funds, private equity, commodities, real estate, FX products and private assets.

o Balance Sheet: Banking and Credit to support a wide range of clients deposit and borrowing needs including Securities Backed Lending and Mortgage Finance for UK residential & commercial property.

o Wealth Advisory: Faciltating access to Private Bank Wealth Advisors where clients have need of wealth planning and structuring services including trust and estate planning.

o Corporate & Investment Banking: Enable clients to access products and services traditionally available only to institutional clients, through the Strategic Sales Group (SSG)

**Essential Skills/Basic Qualifications**:

- The role holder will have very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
- The role holder will have experience of building a substantial client base using internal and external networks, be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions with high penetration ratios per client.

**Desirable skills/Preferred Qualifications**:

- The role holder will have excellent interpersonal and communication skills, will have an entrepreneurial spirit and a collegiate approach.
- The role holder will be able to embrace challenges and evolve their strategy as the business environment develops.


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