Private Banking Executive
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Key skills for this role
About the Role
Barclays is hiring a Private Banking Executive in Dubai to support Private Bankers in acquiring, servicing, and retaining clients. The role involves client relationship management, operational support, and adherence to regulatory frameworks.
Key Skills for This Role
Responsibilities
- Assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients
- Act as a key point of contact for clients on day to day operational matters
- Support the team / business in achieving its targets and goals
- Assist with marketing banking and investment products to clients
- Prepare for client facing meetings and deliver high quality client support, including correspondence, documentation, and annual reviews
- Proactively manage day to day client administration and operational tasks, resolving issues
- Liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements
- Work closely with Operations and other support functions to deliver positive outcomes for clients
Requirements
- Experience managing client relationships, including engagement with senior stakeholders
- 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
- 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)
- Bilingual or trilingual in EMEA languages (including English). Preferred languages Hebrew, French, Italian or Western European language, Russian, Arabic
Full Job Posting
Role Overview
- 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)
- Bilingual or trilingual in EMEA languages (including English). Preferred languages Hebrew, French, Italian or Western European language, Russian, Arabic.
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
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.
Barclays Values and Mindset
- 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.
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