Private Banking Executive
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Key skills for this role
About the Role
Barclays is seeking a Private Banking Executive to support Relationship Managers in acquiring, onboarding, servicing, and retaining high-net-worth clients. The role involves managing complex client situations, banking transactions, investments, credit, and digital solutions.
Key Skills for This Role
Responsibilities
- Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients
- Liaise directly with clients regarding complex client requests in respect of banking and servicing requirements
- Establish strong client and internal relationships alongside relationship managers to ensure high quality service
- Responsible for all aspects of client servicing and service engagement plans
- Develop relationships with other areas of the bank to improve client experience
- Point of contact for all new account queries, complex servicing requests
- Ensure legal and regulatory standards and internal policies and procedures are adhered to
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
- Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals.
- Manage complex client situations and liaise directly with clients regarding complex requests in banking, investments, credit, and 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 at all times.
- Responsible for all aspects of client servicing and service engagement plans, including leading client service review visits.
- Develop relationships with other areas of the bank; joint responsibility for end to end client experience.
- Point of contact for all new account queries, complex servicing requests, and 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.
Required Skills & Experience
- 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.
Additional Valued Skills
- Proactively managing day to day client administration and operational tasks, resolving issues, and ensuring smooth delivery.
- 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.
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