Skip to main content

Important notice: Protect yourself from recruitment scams. Learn more.

?
Helpdesk
Click here to connect with our resourcing helpdesk team

Private Bank Europe - Country Coverage Officer

Madrid, Spain

Apply for job
Apply for job

Madrid, Madrid

Sign up to our Talent Pool

Date live: Oct. 11, 2022

Business Area: Barclays International

Area of Expertise: Relationship Management / Sales

Reference Code: 00273508

Contract: Permanent/Regular

Where will you be located?

Take a look at the map to see what’s nearby. Train stations & bus stops, gyms, restaurants and more.

Explore location

Overall Purpose of Role

  • As part of our European growth strategy, the Private Bank is expanding its European Economic Area (EEA) coverage of Family Offices by opening up several offices in collaboration with the C&IB.

  • The Private Bank Coverage Officer will act as a trusted advisor to local Family Offices, introducing them to our European Private Bankers, Product Experts and to the C&IB through our Strategic Solutions Group (SSG), forming an integrated client-facing team.

Key Accountabilities

  • The Private Bank Coverage Officer will be responsible for acquiring new Family Office clients and building effective trust-based relationships through high personal engagement and by understanding each client’s needs and aspirations.

    • The role holder will research, create and follow up a target list for potential new business and identify priority customers using customer profitability to assess their present and potential contribution.

    • Introduce Family Offices to our European Private Bankers, who will assess and address their financial needs and goals through offering suitable investment, banking and credit solutions.

    • Work alongside the SSG Corporate Finance and Customised Solutions team to enable clients to meet the most complex financing needs and helps them seize exceptional investment opportunities through global access to capital markets.

      • Identify and originate M&A, ECM and Specialised Finance opportunities including, but not limited to potential sell side for the IB or 3rd parties, Direct Investment activities, IPO/ pre-IPO opportunities, specialised leverage or derivative opportunities, provision of credit and credit based activities, including for Real Estate and other asset classes.

    • Provide access to the Private Funds platform, which presents investment opportunities typically accessible only to institutional investors to help Family Offices diversify their portfolio which includes:

      • Access to strategies that constitute core holdings in a Private Equity strategy such as; Fund of Funds, Global Buyout, Secondaries, Co-Investment, Direct Lending.

      • Thematic satellite strategies to augment the core portfolio including Real Assets, Special Situations, Specialty Finance and Venture Capital.

      • Access to a wide range of investment opportunities in the property sector.

  • Ensure clients are managed in the most appropriate way, taking joint responsibility with the integrated Client Team for the end to end client experience and ensuring client satisfaction.

  • Be recognised as an influential interface between the client and other parts of Barclays International.

  • Develop effective working relationships with the local C&IB teams and embed the communication path with SSG.

  • Engage with Barclays Europe in a way that will have a direct strategic influence and impact on business commercial performance.

Stakeholder Management and Leadership

  • Expected to have a highly developed and extended sphere of influence that extends well beyond their own team in making a positive impact to the wider business, this network should extend not only across the Barclays group, but externally also.

  • A skilled business developer, adept at identifying and developing new business opportunities that will then see them initiating, building and maintaining effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and income.

  • Accountable for specific partnerships and relationships, possibly at market level.

  • An exemplary team player capable of galvanising and leading a Client Team from within as well as being a highly self-motivated, independent self-starter who needs the minimum of supervision.

  • Ability to work through and resolve complex queries and issues by leveraging relationships with internal stakeholders and focusing on delivering excellent service to Bankers and clients.

  • Highly skilled in engaging and influencing others to create and grow effective partnerships across the entire organisation, and externally, to drive performance.

Decision-making and Problem Solving

  • The ideal candidate is expected to have good technical knowledge and an ability to direct other members of the Client Team to resolve complex requirements, in order to deliver the highest levels of client service.

  • The right candidate would escalate any client issues or risks to direct management whilst mitigating factors respectively. They would also keep the Client Team and direct management informed of any key developments.

Person Specification

  • Excellent market exposure and multi-disciplined private banking expertise, particularly in servicing UHNW and Family Office clients.

  • Ability to operate with a high degree of independence, managing a good number of competing priorities and directly facing off to stakeholders, including senior management without daily management oversight

  • Excellent communication skills.

  • Ability to effectively manage stakeholders and build relationships across different business areas, geographical regions and levels of seniority.

  • Strong Private Equity and/or Real Estate Funds knowledge.

  • Strong numerical and analytical skills.

  • Highly organised with strong time management and planning skills.

Language Skills

  • The successful candidate will be fluent in English and local language.

Personal Attributes

  • A “self-starter”, with a high level of self-motivation and the ability to use initiative.

  • Excellent interpersonal and communication skills.

  • Hold an entrepreneurial spirit but also have a collegiate approach.

  • Embrace an evolving/changing environment.

  • Display a constructive approach with the ability to relate to and accommodate a diverse range of personalities.

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

CBI Regulated Role

This role is deemed as a Controlled Function role under the Central Bank of Ireland Fitness and Probity Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Purpose and Values

Barclays has a single cross-business Purpose for Barclays and five core Values which underpin it.

Our Purpose is to create opportunities for people to rise- customers, clients, colleagues and society. Put simply this is the answer to the question ‘What is Barclays for?’ and it should guide our every action as employees.

Respect

We respect and value those we work with, and the contribution that they make.

Integrity

We act fairly, ethically and openly in all we do.

Service

We put our clients and customers at the centre of what we do.

Excellence

We use our energy, skills and resources to deliver the best, sustainable results.

Stewardship

We are passionate about leaving things better than we found them.

More about working at Barclays

Our approach to hybrid working ensures there’s the right balance of working alongside colleagues at our onsite locations, as required for each role. For business areas that offer a hybrid working experience, this will be in a structured way, where colleagues work at an onsite location on fixed, ‘anchor’, days of the week. Some roles may require full onsite working. Please discuss the working pattern requirements for the role you are applying for with the hiring manager.

We continue to embed and review our hybrid working environment and remain in a phase of testing and learning. This means that working arrangements could change, with reasonable notice, to align with the needs of our business.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re committed to providing an inclusive culture and environment, that recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees globally to work flexibly empowers each of us to work in a way that suits our lives, as well as enabling us to better service our customers’ and clients’ needs.

Our approach to working flexibly is designed to support you to balance your life and to accommodate diverse needs, whilst still allowing us to meet our business needs. If you’d like to request a flexible working arrangement, please discuss this with your hiring manager.

We're committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.

While the application process depends on the role, there are some constant steps, which are;

Step 1 - Your application
Step 2 - Your assessment
Step 3 - Your interview
Step 4 - Next steps

We aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click here to learn more.

Find out more information here.

Barclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.
We are an equal opportunity employer and opposed to discrimination on any grounds. 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, veteran status, genetic information, or any other basis protected by law.

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.

The Barclays Way

This is the spirit of Barclays. It’s why we exist, what we believe and how we behave. But most importantly, it’s how we make decisions, take action and get things done.

Learn more

Purpose

Working together for a better financial future.

Values

We believe great talent RISES. It acts with Respect, Integrity, Service, Excellence and Stewardship.

Mindset

We discover our full potential through our desire to Empower, Challenge and Drive each other.

More content