Relationship Director - Coverage Officer Italy

Overview

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.

Responsibilities

• Acquire new Family Office clients and build trust‑based relationships through high personal engagement and by understanding each client’s needs and aspirations.
• Research, create and follow up a target list for potential new business and identify priority customers using customer profitability.
• Introduce Family Offices to our European Private Bankers who assess and address their financial needs and goals through 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 help 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 third 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, presenting investment opportunities typically accessible only to institutional investors to help Family Offices diversify their portfolio.
• 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.

Purpose of the role: To establish and nurture profitable partnerships with both corporate and individual clients. It is the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long‑term success.

Qualifications

• Recent experience working as a senior Private Banker in the Italian Market facing UHNW and Family Office clients.
• 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 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.
• Fluent in Italian and English.