Junior Private Banker - UHNW in Leeds

Job Overview

Join us as a Junior Private Banker within our growing Private Banking and Wealth Management team based in Leeds.

The Private Banking team offers bespoke banking and investment solutions to ultra high-net-worth clients.

Barclays Private Bankers act as trusted advisors, providing bespoke banking services, lending and wealth structuring, as well as a world‑class range of investment products across all asset classes.

This role is based in Leeds.

What you will be doing

• Support the Senior Private Banker with growing a portfolio of UHNW clients, understanding their financial goals and risk appetite.
• Act as the primary point of contact for clients, providing exceptional service and financial advice.
• Conduct regular reviews of clients’ investment and financial portfolios.
• Become a key 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.
• Identify and onboard new clients through networking, referrals, and strategic partnerships.
• Develop and execute tailored strategies to attract and retain wealthy clients in the region.
• Attend client events, wealth management forums, and other high‑profile gatherings in London.
• Advise on portfolio management, estate planning, succession, and offshore structuring where relevant.
• Keep clients informed on market trends, economic updates, and investment opportunities.

Essential Skills and Basic Qualifications

• Level 4 RDR qualified or equivalent.
• Exceptional client servicing and relationship management skills with ultra‑high‑net‑worth clients and demonstrable experience in building and managing this client base.
• Previous experience in controlling and monitoring of risk within a client book.
• Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients.
• Certified role under the PRA & UK Financial Conduct Authority – Individual Accountabilities Regulations; may require the holder to hold mandatory regulatory qualifications or meet internal company benchmarks.

Desirable Skills

• Previous experience working as a Private Banker with a client base with investable assets of a minimum of £3m.
• Excellent knowledge of regulated credit agreements, investment advice, deposits, portfolio management services, financial promotions.
• High aptitude and understanding of the digital landscape, with the ability to effectively manage clients’ changing needs in this area.
• Purpose of the role

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long‑term client relationships.

Protect Barclays’ reputation through sound risk decisions by managing client groups within their risk profile and the appropriate regulatory framework.

• Accountabilities
• Manage and grow client relationships and acquire new clients – identifying and managing solutions to meet a wide range of client needs.
• Establish a sound understanding of the clients’ strategy in their portfolio through regular proactive contact, responding to client or prospect queries and requests, and identifying opportunities that deliver long‑term commercial reward.
• Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk.
• Ensure all activities and duties are carried out in full compliance with regulatory requirements, the Enterprise Wide Risk Management Framework, and internal Barclays policies and standards.
• Values

All colleagues will demonstrate Barclays values of Respect, Integrity, Service, Excellence and Stewardship, and the Barclays mindset of Empower, Challenge and Drive.

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