PBWM UK Team Leader – London

Leading the Future of Private Banking and Wealth Management in London: An Exciting Opportunity

Are you a visionary leader passionate about driving growth and delivering exceptional client experiences in the Private Banking and Wealth Management sector? This role presents a unique opportunity to shape and expand Barclays' presence in London, leading a talented team to achieve ambitious commercial objectives while upholding the highest standards of risk management and client service.

What You Will Do:

This is a strategic leadership position with significant accountability for commercial success. Your key responsibilities will include:

• Driving Commercial Growth: You'll be instrumental in achieving and exceeding team objectives by expertly balancing commercial imperatives with cost discipline and robust risk and control management.
• Sales Leadership and Strategy: Provide clear direction, develop and execute a compelling team strategy, and ensure consistent, high-quality delivery from your team of Wealth Managers and Wealth Planners.
• Client Acquisition and Retention: Actively support the acquisition, servicing, development, and retention of high-net-worth clients, directly contributing to the achievement of the business plan.
• Stakeholder Engagement: Cultivate strong relationships with both internal and external stakeholders, including key introducers and influencers, to further enhance the Barclays Private Bank and Wealth Management brand.
• Enhancing Client Experience: Identify and implement innovative solutions to elevate the client journey and increase share of wallet by leveraging a deep understanding of client needs and financial objectives.
• Talent Management: Drive a culture of continuous improvement through rigorous performance management, nurturing talent, and actively sourcing and hiring new team members. You'll be responsible for developing and coaching less experienced specialists.
• Strategic Insights: Keep senior management informed of emerging opportunities and potential threats within the dynamic business environment.

Your Approach Will Involve:

You will be empowered to lead through a structured and client-centric approach:

• Utilising a balanced scorecard approach for monthly one-on-one performance discussions.
• Focusing on effective prospect management and active pipeline management to support the team in winning new business and removing roadblocks.
• Fostering a positive and constructive team environment that encourages proactive client engagement and advice.
• Leveraging the full expertise of the advice team, including Wealth Managers, Wealth Planners, Investment Advisors, Research & Investment Teams, and Mortgage Advisors.
• Driving exceptional client service, with a particular emphasis on the on-boarding experience and swift resolution of concerns or complaints.
• Ensuring optimal client coverage through effective client segmentation and assigning the right Wealth Manager to the right client.
• Championing effective fact-finding to build deep client knowledge and foster an emotional connection to their financial aspirations.

Key Considerations for Your Career Path:

This role offers significant advantages for ambitious professionals:

• Leadership Development: The opportunity to lead a high-performing team and significantly influence the strategic direction of Private Banking and Wealth Management in a key global hub.
• Strategic Impact: Play a pivotal role in shaping the future of the business, contributing to function-wide strategic initiatives and influencing policy and procedures.
• Broad Exposure: Gain extensive experience in managing complex and critical strategic projects, with potential for business-wide impact.
• Expertise and Influence: Provide expert advice to senior management, influencing decisions that affect long-term profits, organisational risks, and strategic direction.
• Market Insight: Conduct thorough market research, staying ahead of market trends, competitive landscapes, and regulatory changes to identify and capitalize on opportunities.
• Cross-Functional Collaboration: Work closely with various divisions and the Group, demonstrating a comprehensive understanding of how your function integrates with broader business objectives.
• Professional Growth: This role demands and fosters deep knowledge of industry theories and practices, coupled with up-to-date sector-specific and functional insight.
• Problem Solving: Hone your interpretative thinking and advanced analytical skills to design solutions in complex and sensitive situations.
• Negotiation and Influence: Develop and exercise strong negotiation and influencing skills with senior stakeholders both internally and externally.
• External Focus: Engage with the external environment, regulators, and advocacy groups, acting as a spokesperson and advocate for Barclays.

What We're Looking For:

The ideal candidate will possess:

• Broad experience within the financial services industry, with a strong focus on regulated retail products and services for high-net-worth individuals.
• A proven ability to establish and sustain clear operational processes for teams.
• Appropriate professional qualifications for supervising FCA approved persons, with demonstrated competence in performing controlled functions and supervising regulated activities.
• Experience in managing a talent agenda and driving team quality through rigorous performance management and effective talent acquisition.
• High levels of integrity and the ability to quickly build positive and trusting working relationships.

Barclays is committed to fostering a culture where colleagues can thrive. You will be expected to embody the four LEAD behaviours: Listen and be authentic, Energise and inspire, Align across the enterprise, and Develop others. Furthermore, you will uphold the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, and demonstrate the Barclays Mindset: Empower, Challenge, and Drive.