Private Banking Executive
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
Barclays is seeking a Private Banking Executive in Dubai to support Private Bankers in managing high-net-worth client relationships. The role involves client servicing, transaction processing, sales support, and ensuring compliance.
Key Skills for This Role
Responsibilities
- Manage a portfolio of high net worth clients, handling payments, credit submissions, and onboarding
- Support Private Bankers in crafting pitches and identifying sales opportunities
- Process high value trades and payments accurately
- Ensure compliance with internal policies and regulatory requirements
- Maintain client records and resolve inquiries
Requirements
- Experience in Private Banking or Wealth Management
- Good understanding of financial instruments
- High attention to detail and excellent communication skills
- Experience working with Middle Eastern market clients
Full Job Posting
Job Overview
- Join us as a Private Banking Executive in our Private Banking team based in Dubai.
- In this role, you’ll play a vital part in supporting our Private Bankers as they build, grow, and deepen relationships with high net worth clients.
- You’ll be a key player in delivering an outstanding client experience, acting as a trusted point of contact for their day to day banking needs across a wide range of financial products and services.
- You’ll work closely with clients to handle complex requirements, manage high value portfolios, and help navigate sophisticated financial structures—making sure everything runs smoothly and efficiently.
What You Will Be Doing
- Client servicing is an important part of the role. You’ll look after a portfolio of clients, managing everything from payments and credit submissions to onboarding and data maintenance. You’ll own tasks end to end, coordinate with operations and internal teams, and ensure all client requests are han
- You'll need to bring excellent customer service skills, a strong sense of organisation, and great communication abilities. You'll also be a fast learner, comfortable working across different systems, and a real team player with a proactive, positive attitude. An interest in financial markets and a c
- This is a role for someone who thrives in a fast paced environment, who enjoys problem solving and who takes real ownership of their work. You’ll be expected to stay up to date on internal policies, understand relevant regulatory requirements, and play an active role in risk management. Your insight
- Fully embrace the risk management agenda and be able to demonstrate that all activity is conducted in accordance with all policies, procedures & frameworks
- Pro actively recommend and implement ways to avoid and eliminate risk within the team ⁄ others within the business. Apply lessons learned from near misses, risk events and sundry losses
- Your role will also involve sales support. That could mean helping Bankers and Investment Advisory Team craft compelling pitches, researching prospects, or identifying opportunities within existing client books—like spotting clients with significant cash balances or reassessing portfolios.
Essential Skills/Basic Qualifications
- Experience working in Private Banking or Wealth Management
- Have a good understanding of financial instruments
- Confident with financial high value trade and payment inputs
- High attention to detail and excellent communication skills
- Proven ability to work closely with internal teams and stakeholders
- Experience working with Middle Eastern market clients
Desirable Skills/Preferred Qualifications
- French and Arabic language skills
- Previous experience working in the DIFC (Dubai International Financial Centre)
- Understanding of the needs of Private Banking Levant clients
Purpose of the role
- To assist relationship managers to effectively manage their client portfolios and optimise the client experience.
Accountabilities
- Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
- Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
- Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
- Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
- Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
- Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
- Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
- Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
- Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
- Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
- Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.
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.
- 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.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Barclays
Private Banking Executive
Dubai, UAE
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 r
Global Markets Fixed Income Sales - Middle East & North Africa
Dubai, UAE
Barclays is seeking a Vice President for Global Markets Fixed Income Sales covering the MENA region in Dubai. The role involves developing institutional client relationships, originating fixed income and credit flow oppo
Relationship Support Manager
Dubai, UAE
Barclays is looking for a Relationship Support Manager to join its Corporate Banking team in Dubai. The role involves supporting a portfolio of corporate clients, managing onboarding, KYC, and client service, while worki
Executive Assistant
Riyadh, KSA
Barclays seeks an Executive Assistant to provide high-level administrative support to the CEO and Head of Investment Banking in Riyadh. The role requires exceptional organizational skills, discretion, and fluency in Engl
Executive Assistant
الرياض, KSA
Barclays is seeking an Executive Assistant to provide high-level administrative and logistical support to the CEO and Head of Investment Banking Saudi Arabia. The role requires exceptional attention to detail, discretion
Onboarding Business Partner
Dubai, UAE
Barclays seeks an experienced Onboarding Business Partner to manage end-to-end client onboarding in Dubai. The role requires strong knowledge of UAE regulatory framework, KYC/AML, and client due diligence. You will colla
Global Transaction Banking Sales
Dubai, UAE
Generate revenue by identifying customer needs, managing relationships, and developing tailored banking solutions while ensuring compliance and risk management.
Global Transaction Banking Sales
Dubai, UAE
Join us as a Global Transaction Banking Sales, based in Dubai, where you’ll work directly with clients across the Middle East to deliver practical solutions across trade and working capital, liquidity, payments, and cash
Private Banking Executive
Dubai, UAE
Global Markets Fixed Income Sales - Middle East & North Africa
Dubai, UAE
Relationship Support Manager
Dubai, UAE
Executive Assistant
Riyadh, KSA
Executive Assistant
الرياض, KSA
Onboarding Business Partner
Dubai, UAE
Global Transaction Banking Sales
Dubai, UAE
Global Transaction Banking Sales
Dubai, UAE