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Private Banking Executive

Salary:
27,701 P.A. ?
Location:
London
Company:
Barclays

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As a Private Banking Executive you will assist the Private Bankers in acquiring, servicing and retaining clients to deliver overall business goals. You will become a key point of contact for the client for day-to-day operational matters, support the Private Banker in marketing products to clients, attending meetings, preparing notes and carrying out annual client reviews.

What will you be doing?

  • You will assist the Private Bankers in the management of day-to-day administration of client relationships – including payments, enquiries, meetings and documentation
  • Responding to client requests in a timely and professional manner, owning the task execution end to end
  • Assisting the Private Bankers in ensuring adherence to the Global KYC policy and complying with all regulatory and Wealth requirements
  • Acting as a liaison between the Private Banker and specialist product areas, e.g. Investment Management, Credit and Fiduciary
  • Maintaining up to date working knowledge of the markets, economic position, Barclays Wealth research view and product sets
  • You will perform daily operations and transactions on clients’ accounts

What we’re looking for:

  • Strong investment, fiduciary and banking product knowledge
  • Sound knowledge of banking, operational procedures, lending and security requirements
  • Relevant client facing experience in a PBE role or similar industry role
  • Russian language skills (other languages will be considered)

Skills that will help you in the role:

  • Up to date knowledge of relevant changes in the marketplace
  • A positive and self-motivated mindset
  • Good interpersonal skills and a strong team focus
  • Technically minded with strong IT skill (Word, Excel, PowerPoint)

Where will you be working?

In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as; a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links. With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.
We are a dynamic, future focused organisation with employee opportunities for personal development and mobility across the Barclays Group.
Interested and want to know more about Barclays? Visit home.barclays/who-we-are/ for more details.

Our Values

Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. Our values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our colleagues. Simply put, success is not just about what you achieve, but about how you achieve it.

Our Diversity

We aim to foster a culture where individuals of all backgrounds feel confident in bringing their whole selves to work, feel included and their talents are nurtured, empowering them to contribute fully to our vision and goals.

Our Benefits

Our customers are unique. The same goes for our colleagues. That's why at Barclays we offer a range of benefits, allowing every colleague to choose the best options for their personal circumstances. These include a competitive salary and pension, health care and all the tools, technology and support to help you become the very best you can be. We are proud of our dynamic working options for colleagues. If you have a need for flexibility then please discuss this with us.

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