PRIVATE BANKING EXECUTIVE | BARCLAYS | LONDON. (STRICT LANGUAGE REQUIREMENT)

As a Private Banking Executive at Barclays, you will play a pivotal role in supporting Private Bankers in acquiring, servicing, and retaining high-value clients, ensuring the delivery of overall business objectives. You will serve as a key point of contact for clients on day-to-day operational matters and will be instrumental in supporting the team with client relationship administration, marketing products, and preparing for client-facing meetings. In this role, you will also assist with the coordination and management of routine client activity such as payments, banking enquiries, meeting preparation and follow-ups, documentation drafting, and annual reviews — all under the oversight of the Private Banker. You will work proactively with internal stakeholders including Operations, Business Management, and Compliance to ensure efficient and accurate task execution, contributing to a strong client experience and effective risk management.

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.

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