Relationship Director/Banker - Private Clients & Family Office

Isle of Man
As a Barclays Relationship Director or Banker - Private Clients and Family Office, you will grow and develop relationships with multinational Family Office and local islands based private clients, typically generating sustained revenue by becoming a “trusted advisor”. You will be delivering banking and investment services thus ensuring a holistic service for your clients. You will acquire, develop and service client relationships based on their investment need, risk appetite and in accordance with appropriate regulatory framework.
Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.
At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.
What will you be doing?
Working as a team in achieving targets for new client acquisition, netting new asset, credit, investment acquisitions, and revenues
Maintaining the highest levels of client service and delivery, and acting as key contact for banking products, credit advice and client queries
Delivering high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
Acting as the key interface between the client and other teams including Wealth Advisory, Discretionary Portfolio Management, Investment Advisory, Global, Investment & Solutions
Discussing markets, their issues, and opportunities with clients
Utilising fully the banker toolset, systems and platforms, and challenging current standards to continuously improve quality
Engaging with digital technologies, products and solutions that are relevant to the Wealth business, and using them to enhance the service provided to clients
What we’re looking for:
Exceptional relationship skills and experience of providing holistic banking and wealth management services to high net worth private client individuals and family offices
Ability to gain in-depth knowledge of clients’ needs and advising on a diverse range of wealth management solutions
Experience in controlling and monitoring of risk within a client book.
Exceptional business development skills and commercial acumen
Skills that will help you in the role:
High aptitude and understanding of the digital landscape
Excellent market exposure and multi-disciplined private banking expertise
Being RDR level four qualified or working towards qualification
Where will you be working?You will be based in one of our two offices situated in the heart of Douglas, Isle of Man, where you are within 5 minutes’ walk of the shops and harbour. Barclays holds its values at the forefront of everything we do with a firm emphasis on our colleague population and the community we live in. We are a fast paced, future focused organization with opportunities for development and mobility across Barclays Group.
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