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Private Banker - Scotland

eFinancial Careers
Job LocationEdinburgh
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

What will you be doing Private Banking offers bespoke banking and investment solutions to ultra high net worth (UHNW) individuals across the globe. This role is focused in Scotland. The successful candidate will provide a comprehensive range of investment advice across all assetclasses, wealth structuring advice and banking services. The successful candidate will be responsible for new business origination. Identifying, developing and securing new private banking relationships through personal and client referrals, the Barclays Group internal networks and corporate and investment bankingsources Working as directed to achieve personal objectives and assist in achieving team targets for:

  • new clients
  • assets
  • revenues
You will act as the key interface between the client and other parts of the Barclays group, including:
  • Wealth Advisory
  • Discretionary Portfolio Management
  • Investment Advisory
  • Global, Investment & Solutions
What were looking for
  • The candidate will have strong relationship skills and have experience of managing and handling the needs of private client individuals and families. The ideal candidate will be effective in gaining an in-depth understanding of clients needs and advisingon a diverse range of wealth management solutions.
  • The candidate will ideally have experience in controlling and monitoring of risk within a client book.
  • The candidate will have experience of the Financial Services industry
Skills that will help you in your role
  • The ideal candidate will be educated to Degree level.
  • The candidate will ideally already hold the appropriate regulatory qualifications.
  • The ideal candidate will have excellent interpersonal and communication skills and an entrepreneurial spirit.

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