Private Banking Executive

About the role

Barclays is recruiting a Private Banking & Wealth Management Executive in London to support and assist Private Bankers and Wealth Managers in acquiring, onboarding, servicing and retaining clients. The executive acts as a key point of contact for clients on day-to-day operational matters and helps the team deliver its business targets.

Key responsibilities

• Help the Private Banker/Wealth Manager market products to clients and support the team in meeting its targets.
• Handle day-to-day client administration such as payments, banking enquiries, annual reviews, file notes, letters and documentation, overseen and signed off by the Private Banker/Wealth Manager.
• Respond promptly and professionally to client requests, resolving issues and reducing errors in collaboration with Operations and other stakeholders.
• Act as a point of contact for new account queries and complex servicing requests, and liaise between relationship teams and specialist teams.
• Lead client service review visits to improve the client experience and build relationships with other parts of the bank.
• Ensure legal and regulatory standards and internal policies are followed, and support relationship managers with risk-related activities.
• Take responsibility for remediation, administrative and governance tasks, and escalate breaches of policy appropriately.

Required profile

• Experience in managing client relationships and dealing with senior stakeholders.
• Experience preparing for client-facing meetings on banking propositions, investments and annual reviews.
• Relevant client-facing experience in Private Banking/Wealth Management or a similar role.
• Knowledge of banking, operational procedures, risk management, lending and security requirements, and of financial services risk and control procedures.
• Integrity and adherence to regulatory policies and procedures.
• Legal right to work in the UK; the role may be subject to enhanced governance and additional regulatory disclosures.

Required skills

• Technical PC skills (Word, Excel, PowerPoint).
• Good communication skills and ability to build trusted relationships with clients and colleagues across cultures.
• Organisational skills and attention to detail.
• Understanding of the financial markets and digital landscape, and adaptability in a fast-paced environment.

The role is based in London and is advertised as permanent. Working arrangements follow a hybrid model with fixed anchor days, and flexible working can be discussed with the hiring manager.