Private Banking Executive

Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. You will act as a key point of contact for clients on day-to-day operational matters and support the team / business in achieving its targets and goals. In this role, you will also assist with marketing banking and investment products to clients. To be successful as a Private Banking Executive, you should have experience with:

• Managing client relationships, including engagement with senior stakeholders, and building trusted relationships across diverse clients and internal teams
• Sound knowledge of banking products, operational procedures, risk management, lending, and security requirements
• Adherence to regulatory and compliance frameworks, including KYC/AML, governance, and Risk and Control procedures
• Preparing for client-facing meetings and delivering high-quality client support, including correspondence, documentation, and annual reviews, Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.
• Experience in a Private Banking, Wealth Management, or similar client-facing environment
• Excellent organisational skills, attention to detail, and accuracy in administrative and operational tasks
• Technically proficient with PC applications (Word, Excel, PowerPoint)

Some other highly valued skills may include:

• Proactively managing day-to-day client administration and operational tasks, resolving issues, and ensuring smooth delivery in collaboration with Operations, Business Management, and other stakeholders
• Strong commercial awareness and understanding of financial markets, products, and trends affecting HNW/UHNW clients
• Ability to leverage digital tools and platforms to support clients' evolving needs
• Adaptability, resilience, and ability to manage multiple priorities in a fast-paced, changing environment
• Initiative and independent problem-solving, with appropriate escalation where required
• Willingness to contribute to team projects and foster a collaborative, supportive team culture

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.

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