Skip to main content

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

?
Helpdesk
Click here to connect with our resourcing helpdesk team

Private Banker – Charities & Not-for-Profits

London, United Kingdom

Apply for job

Date live: 23/07/2026

Business Area: United Kingdom

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000121647

hero image
Apply for job

Barclays Relationship Management

Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.

See your commute

Explore location

As a Private Banker within Barclays Private Bank, you will play a pivotal role in managing relationships with charities, not-for-profits, foundations, education institutions and endowments across the UK. Acting as a trusted advisor, you will be responsible for identifying clients’ financial goals, challenges, and risk appetites, tailoring bespoke banking, lending, and investment strategies that deliver meaningful outcomes. You will support the management and growth of an existing book of clients, working closely with a well-established team while contributing to business development and strategic growth across the sector.


In this client-facing role, you will engage with a wide spectrum of stakeholders, assessing financial, operational, and legal risks while ensuring transparent documentation and consistent alignment with the bank's regulatory and ethical frameworks. Your understanding of sector-specific trends, regulatory shifts, and ESG considerations will shape tailored recommendations and investment solutions that reflect both fiduciary duty and long-term sustainability.

You will be responsible for proactively monitoring client satisfaction, revenue performance, and key success metrics, ensuring a high level of service delivery and continuously evolving the value proposition in line with client needs and the bank’s broader strategic vision.

What You Will be Doing:

  • Manage and grow a portfolio of charity and not-for profit clients, understanding their financial goals and risk appetite
  • Act as a point of contact for clients, providing exceptional service and financial advice
  • Conduct regular reviews of clients' investment and financial portfolios
  • Deliver high quality bespoke advice, maximising value for our clients
  • Identify and onboard new clients through networking, referrals, and strategic partnerships
  • Develop and execute tailored strategies to attract and retain charity clients
  • Attend client events and sector forums to build network
  • Keep clients informed on market trends, economic updates, and investment opportunities

Essential Criteria:

  • Demonstrable experience managing relationships with charities and not-for-profit organisations, with proven ability to identify and pursue new opportunities to build a client book.
  • Understanding of the financial needs of charities, not-for-profits, foundations, endowments, with experience of building and maintaining long-term, strategic partnerships.
  • Demonstrable track record of delivering tailored solutions across banking, lending, and investment products, with the ability to assess client portfolios and align offerings with strategic financial objectives.
  • Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on the charity sector.
  • Previous experience in controlling and monitoring of risk within a client book.
  • RDR Level 4 qualification (e.g. CISI, CFA or equivalent).

Desirable Criteria:

  • An informed perspective on the UK charities and not-for-profits sector, including familiarity with regulatory developments, sector-specific news, ESG integration and sustainable investment strategies.

This role is based in London.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

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 group within their risk profile and 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 strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will 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, Enterprise Wide Risk Management Framework  and internal Barclays Policies and Policy Standards Service/group relationships - referrals to group colleagues.

Vice President Expectations

  • To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..

  • If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..

  • 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 will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..

  • Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.

  • Manage and mitigate risks through assessment, in support of the control and governance agenda.

  • Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.

  • Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.

  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.

  • Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.

  • Adopt and include the outcomes of extensive research in problem solving processes.

  • Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

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.

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 a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 39 countries and employing around 100,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.

To find out more about Barclays' strategy please click here.

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.

This role may be subject to enhanced governance arrangements. If successful, you may be required to comply with additional regulatory and compliance obligations, such as disclosure of personal trading activities and external interest/affiliations.

Further information on these requirements will be provided at a later stage of the process.

This is Barclays London

Our global HQ is in Canary Wharf, at the heart of London’s financial district. There are over 10,000 colleagues here – a hugely diverse workforce made up of the world’s best financial and tech talent. If you love the buzz of city life, this is the place to be.

Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities.

CoSpace is our drop-in co-working space, where networks are built, problems are solved collectively and our community is strengthened.

Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy.

Our new trading floors enhance communication, integrate sustainability, and support health and wellbeing through innovative design and British-sourced furniture.

This is Barclays London

Our global HQ is in Canary Wharf, at the heart of London’s financial district. There are over 10,000 colleagues here – a hugely diverse workforce made up of the world’s best financial and tech talent. If you love the buzz of city life, this is the place to be.

Supporting active commuters

Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities.

Time to connect

CoSpace is our drop-in co-working space, where networks are built, problems are solved collectively and our community is strengthened.

Wellbeing in focus

Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy.

Advanced trading floors

Our new trading floors enhance communication, integrate sustainability, and support health and wellbeing through innovative design and British-sourced furniture.

Multicultural ERGs at Barclays

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

You can learn more about our commitment to our colleague on our Inclusion and Opportunities page.

Learn more

Application Process

Your application

We’ll ask for information about you, your CV and cover letter.

1

Your assessment

Covering your behaviours and ability at work.

2

Your interview

Exploring your past experiences and skills.

3

Next step

We’ll request additional information so that you can complete our screening process

4
How to ApplyRead our FAQ's
Barclays

Working flexibly

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business. If you'd like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team.

Hybrid working

We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Barclays is built on an international scale.

Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience.
And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.

Find more information

Related content

Related Jobs


Specialist Support Executive- BPL

Northampton (United Kingdom), London (United Kingdom)

23 Jul
Transaction Banking Cash Sales – Corporates

London (United Kingdom)

23 Jul
Solutions Consultant- BPL (12 Month Secondment/ FTC)

London (United Kingdom), Northampton (United Kingdom)

22 Jul
Mortgage Team Leader

London (United Kingdom)

22 Jul
Private Banker - Middle East and North Africa

London (United Kingdom)

22 Jul
Relationship Director - BPL

London (United Kingdom)

21 Jul
Ultra-High-Net-Worth Private Banker

London (United Kingdom)

16 Jul
Senior Wealth Planner - Wealth Management

London (United Kingdom)

05 Jun
Wealth Planner - Wealth Management

London (United Kingdom)

17 Jun
Wealth Advisor

London (United Kingdom)

10 Jul