Private Banking Executive
London

As a Barclays Private Banking Executive this is an exciting opportunity where you will be assisting the Private Banker 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 new role you will assist the Private Banker in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals.

Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality, and innovation behind us. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

What will you be doing?
• Assisting the Private Bankers in administration and management of day-to-day administration on client relationships including, payments and banking enquiries
• Working pro-actively with Operations, Business Management, and other teams to ensure delivery, resolving issues and reducing/ removing errors
• Handling incoming mail, faxes, and phone calls from clients, interacting with the relevant departments, and confirming all relevant actions to the clients
• Preparing letters and ad-hoc reports for clients and draft letters for Private Bankers
• Addressing and solving clients' administration inquiries, to provide high quality personalized service
• Helping Private Bankers in ensuring adherence to all regulatory and Private Bank requirements/ procedures/ controls and recognizing/ managing risk
• Performing daily operations and transactions on clients' accounts
• Identifying opportunities to improve current procedures and ways of working to the benefit of our clients, along with aiding the implementation of the change

What we’re looking for:
• Sound knowledge of banking, operational and lending procedures and understanding knowledge of security requirements
• Relevant client facing experience in a Private Banking or similar industry role
• Proven investment, fiduciary, and banking product knowledge

Skills that will help you in the role:
• A Degree qualification, however, this is not essential
• Excellent communication and interactive skills
• Highly articulate with excellent client facing sales skills

Where will you be working?
1 Churchill Place in the heart of Canary Wharf is our London headquarter. The building is easily accessible by Tube, Docklands Light Railway and all major bus links. The atmosphere is second to none with an array of onsite amenities and a real buzz being created around the offices within.

#LI-Hybrid

#LI-WE2022