Skip to main content

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

?
Helpdesk
Click here to connect with our resourcing helpdesk team

Relationship Director - Coverage Officer Italy

Milan, Italy

Apply for job
Apply for job

Milan, Lombardy

Sign up to our Talent Pool

Date live: Apr. 21, 2026

Business Area: Europe & Middle East

Area of Expertise: Relationship Management

Reference Code: JR-0000102576

Contract: Permanent

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

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. 

Person Specification 


The ideal candidate will have recent experience working as a senior Private Banker in the Italian Market facing off to UHNW and FO clients.

The individual will demonstrate 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 Italian & English

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. 

Accountabilities

  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Director Expectations

  • To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide..
  • They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
  • Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives.
  • Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.
  • Escalates breaches of policies / procedure appropriately.
  • Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence.
  • Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.
  • Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives.
  • Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives.
  • Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations.
  • Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area.
  • Negotiate with and influence stakeholders at a senior level both internally and externally.
  • Act as principal contact point for key clients and counterparts in other functions/ businesses divisions.
  • Mandated as a spokesperson for the function and business division.

All Senior 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.

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.

More about working at Barclays

We’ve had a presence in Europe almost as long as there’s been a Barclays. So, we’re building on solid foundations, leveraging our embedded talent, in 10 locations across the region allowing us to draw on a wealth of local and regional insight. For more information click here.

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