Account Executive at Barclays

Guernsey, Wyoming, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Feb, 26

Salary

0.0

Posted On

10 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Time Management, Client Handling, Business Acumen, Communication Skills, Organizational Skills, Attention to Detail, Proactive, Adaptable, Solutions-Focused, Digital Enablement, Due Diligence, Risk Assessment, Process Improvement, Team Collaboration, Portfolio Management, Compliance

Industry

Banking

Description

Job Description 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. 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. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. 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. Join us as an Account Executive within our Barclays Relationship Team in Guernsey. The role holder reports into the Service Team Leader, Guernsey and provides centralised support to Relationship Manager in managing our fiduciary clients. We are seeking a proactive and detail-oriented Account Executive to join our Private Banking & Wealth Management (PBWM) team. This is a client-facing role supporting Relationship Managers in managing a portfolio of fiduciary clients. You will play a key role in delivering exceptional service, ensuring compliance, and contributing to the team’s financial success. As an Account Executive, you will support Relationship Managers in managing client portfolios. You will handle client queries, coordinate and attend meetings, complete follow-up actions, and maintain accurate records. You will also perform due diligence, risk assessments, and contribute to process improvements and team goals. The role requires balancing multiple priorities, from preparing reports and maintaining accurate client records, to liaising with internal teams, performing background reviews on individuals and companies to ensure funds come from legitimate sources, and contributing to the financial targets of the team. Key Responsibilities Manage incoming client queries and ensure timely, professional responses. Arrange and attend client meetings, prepare meeting packs, and complete follow-up actions. Conduct background reviews and due diligence to ensure compliance with regulatory standards. Maintain accurate client records and support onboarding processes. Collaborate with internal teams across jurisdictions to ensure consistent service delivery. Support Relationship Directors in achieving financial targets and managing portfolio risk. Promote digital self-serve solutions and contribute to process improvements. Essential Criteria Proven time management skills, with the ability to prioritise and manage multiple tasks effectively. Strong client handling experience, with a track record of managing queries and building professional relationships. Solid business acumen and understanding of HNW client needs. Excellent verbal and written communication skills. Strong organisational skills with attention to detail. Ability to work both independently and as part of a team. Proactive, adaptable, and solutions-focused. Digital Enablement & Client Self-Serve Advocacy. Ability to prepare and follow through on client meetings and actions. Proficiency in Microsoft Office and business software tools. Desirable Criteria Experience in a similar client-facing role, ideally within financial services. Understanding of Private Banking & Wealth Management (PBWM) systems. Knowledge of regulatory and compliance requirements related to client onboarding and servicing. Familiarity with due diligence processes and risk-based assessments. Willingness to learn, develop, and take on new responsibilities. Proficiency in Microsoft Office and other business software tools. Experience supporting cross-jurisdictional workflows. Understanding of portfolio and credit risk management. Willingness to engage in project work and meet deadlines. Support Relationship Directors in achieving financial targets and managing portfolio risk. 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 Guernsey. Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.

Responsibilities

The Account Executive will assist Relationship Managers in managing client portfolios, handling queries, coordinating meetings, and maintaining accurate records. They will also conduct due diligence and contribute to process improvements to ensure exceptional client service.