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Private Banker - External Asset Managers Desk

Zurich, Switzerland
Closing date
Aug 9, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Barclays Overview

Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group

We are an equal opportunity employer and we are opposed to discrimination on any grounds.

Working Flexibly

We're committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers' and clients' needs. Whether you have family commitments or you're a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life.

If you would like some flexibility then please discuss this with the hiring manager.

Overall purpose of role

The Private Banking team offers bespoke banking and investment solutions to high net worth client. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.

Key Accountabilities
• Working on their own volition to achieve personal objectives and assist in achieving team targets for:

- new clients

- assets

- revenues
• 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.
• Become a go to person within the team and key interface between the client and other parts of the Barclays group, including:

- Wealth Advisory

- Discretionary Portfolio Management

- Investment Advisory

- Global Investments & Solutions
• Provide the client with world class financial solutions.
• Be able and willing to discuss markets, their issues and opportunities with clients.
• Fully utilise the banker toolset, systems and platforms and challenge current standards to continuously improve quality.
• Engage with digital technologies, products and solutions that are relevant to the Wealth business, and have the ability to use them to enhance the service provided to clients.

Stakeholder Management and Leadership

VP Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this they must be proactive in identifying and developing opportunity and they must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance. They would be expected to take the lead on specific partnerships and relationships on behalf of the team. The VP Private Banker may be expected to work within a banker cell or on their own, so they must be expected to be a team player capable of influencing from within the team and a highly self motivated/independent self starter. The VP Private Banker is expected to extend their sphere of influence beyond their own team in making a positive contribution to the wider Private bank business, so must be capable of building extended personal networks. The VP Private Banker is unlikely to have any direct leadership accountability, but is expected to be accomplished in influencing others and working collaboratively (within a cell, their own team, the wider Private Bank and beyond) in order to secure positive outcomes for clients and for the business.

Decision-making and Problem Solving

The VP Private Banker is expected to have a high degree of technical knowledge and to be accomplished in applying analytical reasoning and judgement to solve complex problems in order to deliver the highest levels of client advice and service. They must be adept in employing appropriate resources to drive continuous improvement and innovation, and in managing others involved in complex processes to ensure ultimate successful delivery. The VP Private banker must be skilled in making informed transparent decisions, considering the broader/longer term implications for the benefit of client and business. They must also be capable of engaging others in this decision making process, gaining consensus and agreement and managing collective work to conclusion.

The VP Private banker must be proactive in taking ownership for issues that impact clients, working with others to resolve them and proactively engaging in opportunities to develop business improvement (eg; central programmes and projects etc) with the objective of identifying and enabling breakthrough innovations as well as incremental improvements to the business and our client service.

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards

This includes but is not limited to:

- Ensuring conformity with global and market standards of client service

- Ensuring conformity with all Barclays terms and conditions

- Ensuring conformity with global and market conditions on AML and KYC.

- Ensuring conformity with global and market conditions on product delivery

- Ensure that sales and business practices are within the regulatory framework

- Ensure that you are up to date with latest regulatory standards on market education/training

- Ensure that you are up to date with latest regulatory standards on suitability, capital adequacy and record keeping.

Person Specification

Professional/technical experience
• The candidate will have strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families. The right candidate will be effective in gaining an in-depth understanding of client's needs and advising on a diverse range of wealth management solutions.
• The ideal candidate will have experience in controlling and monitoring of risk within a client book.
• The ideal candidate will have significant experience in the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management.
• The ideal candidate will maintain a full, up to date understanding of the general financial markets dynamics and current financial concepts.
• The ideal candidate will have excellent market exposure and multi-disciplined private banking expertise.
• The ideal candidate will have a high aptitude and understanding of the digital landscape, with the ability to effectively manage Clients' changing needs in this area.
• The ideal candidate will have excellent business development/cold calling skills.
• Where appropriate, a detailed and up to date knowledge of the relevant International market

Academic and professional qualifications

The ideal candidate will be RDR level four min qualified. Level six (desired).

Language skills

The successful candidate will be fluent in English. Local language skills may be required for International coverage Bankers.

Personal attributes
• The ideal candidate will have excellent interpersonal and communication skills.
• The ideal candidate will have an entrepreneurial spirit but also have a collegiate approach.
• The ideal candidate will embrace a challenge and an evolving/changing environment.
• The ideal candidate will display a constructive approach with the ability to relate to and accommodate a diverse range of personalities.

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standard

Purpose, Values and Mindset

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.

Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.


We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.


We operate with honesty, transparency and fairness in all we do.


We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.


We champion innovation, and use our energy, expertise and resources to make a positive difference.


We prize sustainability, and are passionate about leaving things better than we found them.

Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.


Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.


Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.


Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.

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