Private Banking Executive
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Position Overview & Specifications
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.
Working Flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognizes and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility, then please discuss this with the hiring manager, and your request will be reviewed subject to business needs.
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. Please discuss the detail of the working pattern options for the role with the hiring manager.
• 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
• 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
#CG-2022
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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Private Banking Executive • Barclays
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