Private Banking Executive

Job Description

Purpose

Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.

Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding,  banking transactions, Investments, credit & digital solutions.

Work closely with Operations and other support functions to deliver positive outcomes for clients.

Accountabilities

• Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times

• Responsible for all aspects of clients servicing and service engagement plans.  To include leading client service review visits to support and improve client experience

• Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.

• Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams

• Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.

• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes

• 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 lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.

• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.

• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.

• Take ownership for managing risk and strengthening controls in relation to the work done.

• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

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

• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.

• Influence or convince stakeholders 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.

Private Banking Executive | Barclays | Dublin

As a Barclays Private Banking Executive, you will play a key role in acquiring, servicing and retaining Private Banking clients, helping to deliver the overall objectives of the business. You will act as a key point of contact for clients, providing high-quality support across day-to-day banking requirements while partnering closely with the Private Banker to deepen client relationships and identify opportunities across the broader product offering.

You will take ownership of client servicing and operational activity, including onboarding, lending, FX, account maintenance and security requirements, ensuring these are delivered accurately and in line with regulatory and risk requirements. You will be expected to exercise sound judgement, manage more complex client requirements and proactively resolve issues while maintaining an exceptional standard of client experience.

You will work closely with Private Bankers, clients and their authorised representatives, internal support and advisory teams including Compliance, Financial Crime and Chief Controls Office, and Senior Management across Private Banking and Business Delivery & Control.

Essential Skills / Qualifications

• APA or QFA qualified.
• Strong client-facing experience within Private Banking, Wealth Management or a comparable financial services environment.
• Strong knowledge of Private Banking products and services, including lending, FX, investments and associated security requirements.
• Demonstrable experience of client onboarding, Client Due Diligence (CDD), KYC and ongoing client servicing.
• Strong understanding of risk and control frameworks, regulatory requirements and Private Banking procedures, with the ability to identify, manage and escalate risk appropriately.
• Up-to-date knowledge of relevant regulatory and legislative requirements, including AML and financial crime controls, and their practical application within a Private Banking environment.
• Proven ability to take ownership of complex client and operational matters, exercising sound judgement and delivering solutions with a high degree of accuracy.
• Strong stakeholder management and communication skills, with the ability to build trusted relationships with clients, Private Bankers and internal control functions.

Desirable Skills / Qualifications

• Degree qualification or equivalent professional experience.
• Broader knowledge of investment, fiduciary and wealth management products.
• Experience supporting high-net-worth and/or international Private Banking clients.
• Commercial awareness with the ability to identify opportunities to deepen client relationships and support business growth.
• Proactive, self-motivated approach with strong organisational skills and the ability to manage competing priorities.
• Collaborative and team-focused approach.

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 based in Dublin.

This role is deemed as a Controlled Function role under the Central Bank of Ireland Fitness and Probity Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Entry Salary: €62,500.00
Upper Salary: €72,500.00

The entry and upper salary information above includes only annual full-time equivalent base salary and represents the typical range of pay for the role. The actual pay rate will reflect the responsibility level of the role and experience level of the individual. The entry and upper salary information does not include any other type of compensation or benefits that may be available.

Barclays employees are also eligible for a suite of competitive country-specific benefits.

This position is eligible for an incentive award.