Jonathan Steer

Jonathan Steer has extensive experience in the finance and banking sectors, having held various roles at notable institutions. At Barclays Wealth from July 2008 to February 2013, Jonathan served as Business Manager for the UK&I / EMEA Private Bank COO Office and Financial Controller for the UK Private Bank. In his current position at Barclays since December 2017, Jonathan functions as Director and Head of Private Bank Cash and Liquidity Distribution. Additional roles include AVP at JP Morgan and Finance Manager at Liverpool Victoria. Earlier in his career, Jonathan was a Relationship Manager in Finance at Barclays Private Bank and served as Vice President of Banking Products at Barclays Wealth Management between February 2013 and December 2017. Jonathan holds a Level 4 Diploma in Investment Advice from Bournemouth University and is affiliated with The Chartered Institute for Securities & Investment (The CISI).