Private Banking & Wealth Management Executive

Overview

Private Banking & Wealth Management Executive | Barclays | London

Working as a Barclays Private Banking & Wealth Management Executive, you will assist the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day-to-day operational matters. In your role you will assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals.

To be successful as a Private Banking & Wealth Management Executive, you should have experience with

• Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirements
• Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services risk and control procedures
• Experience in managing client relationships
• Experience in dealing with senior stakeholders
• Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews
• Relevant client facing experience in a Private Banking/Wealth Management or similar role
• Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications
• Technically minded with strong PC skills (Word, Excel, PowerPoint)
• Good communicator with the ability to engage across a broad client demographic
• Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds
• Additional language skills may be required for some PBE roles

Some Other Highly Valued Skills May Include

• Assist the Private Banker/Wealth Manager in administration and day-to-day management of client relationships including payments, banking enquiries, attending meetings, preparation of file notes, drafting of letters and other documentation, annual client reviews, etc., all overseen and signed-off by the Private Banker/Wealth Manager.
• Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and other stakeholders to ensure delivery, resolve issues and reduce errors.
• Knowledge of Barclays Private Bank/Barclays Wealth information systems
• Understanding of regulatory framework
• Taking responsibility for remediation activities, administrative and/or governance tasks as required by client/business activity
• A strong, up-to-date understanding of general financial markets dynamics and current financial concepts
• A high aptitude and understanding of the digital landscape, with the ability to support client’s changing needs in this area
• Adaptability and resilience to manage multiple priorities in a fast-paced environment
• Demonstrated initiative and capacity for independent problem-solving, with appropriate escalation when required
• Willingness to participate in team projects and contribute to a collaborative and 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.

This role is based in London.

To assist relationship managers to effectively manage their client portfolios and optimise the client experience.

• 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…