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

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.

• Requires in-depth technical knowledge and experience in their assigned area of expertise

• Thorough understanding of the underlying principles and concepts within the area of expertise

• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.

• 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 develop technical expertise in work area, acting as an advisor where appropriate.

• Will have an impact on the work of related teams within the area.

• Partner with other functions and business areas.

• Takes responsibility for end results of a team’s operational processing and activities.

• Escalate breaches of policies / procedure appropriately.

• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.

• Advise and influence decision making within own area of expertise.

• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.

• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.

• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

• Make evaluative judgements based on the analysis of factual information, paying attention to detail.

• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.

• Guide and persuade team members and communicate complex / sensitive information.

• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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 12m Fixed Term Contract | Barclays

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
• 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.

Various locations are available for the successful candidate.