Summary

Manage and grow a portfolio of high-net-worth clients for Barclays Private Bank, advising on banking, lending, investments, and wealth structuring. The role also involves acquiring new clients and developing referral partnerships, and is based onsite in London.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients
• Advise clients on banking, lending, and investments
• Review clients’ investment and financial portfolios
• Identify and onboard new clients through referrals
• Develop strategies to attract and retain wealthy clients
• Advise on estate planning and offshore structuring