Job Description

Purpose of the role

To participate in the day-to-day activities of the private bank and wealth management division providing insights and expertise that help senior colleagues make informed decisions, develop new products and services, and identify new market opportunities.

Accountabilities

• Execution of small research projects, research to support strategic decision making, preparation of presentations and reports to communicate research findings, collaboration with senior management to implement research findings for private bank and wealth management, working closely with high-net-worth clients and their advisors who have complex banking and investment needs.
• Collaboration with cross-functional teams to support business initiatives.
• Participation in training and development programs to enhance skills and knowledge.
• Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for private bank and wealth management.
• Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions.
• Management of the development and implementation of financial models and strategies that support in decision making in private bank and wealth management.
• Training and mentoring of junior colleagues.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Summer Internship Programme Overview

Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career.

Why the Private Bank Summer Internship Programme?

As a summer intern, you’ll take your first steps into the fascinating world of international private finance, gaining expertise in key financial markets. By working closely with experienced Private Bankers, you will learn how to assess a client’s needs, then formulate and execute the right solutions to help them reach their goals. You may:

• Perform financial analysis of potential clients
• Prepare presentations and memoranda for existing and new clients
• Support credit and onboarding due diligence
• Attend client meetings with experienced bankers
• Network and build relationships across a global organisation

And if you really impress us, this could be the beginning of an incredible career. We invite top-performing, eligible summer interns to join us as full-time Private Banking Analysts after graduation.

Private Bank at Barclays

Barclays Private Bank works closely with high-net-worth clients and their advisors who have complex banking and investment needs, both in the UK and across the world. We are here to understand their situation and their aspirations, so we can help them to reach their goals. We harness a global network of knowledge, expertise and professional partners to meet our clients’ unique requirements. Whatever they want to achieve, our Private Bankers and specialists create the personalised solutions that will help them achieve it.

Who we're looking for

To be considered for this programme, you must be pursuing an undergraduate degree with anticipated completion between December 2027 - June 2028.

Ideally, you would also have a GPA of 3.2 or above and a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirt, all of which might be showcased through your involvement in extracurricular activities.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific, and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.