Private Banking Executive

Barclays UK; Genf; Vor Ort; EUR 90’000 - 120’000; Vollzeit

Zusammenfassung

Une entreprise bancaire de renom recherche un Private Banking Executive à Genève pour soutenir les gestionnaires de relations dans l'acquisition et la fidélisation des clients. Ce rôle implique de créer des relations durables avec les clients, de gérer leurs portefeuilles et d'assurer un service exceptionnel tout en réalisant des tâches administratives pour atteindre les objectifs commerciaux.

Qualifikationen

• Expérience antérieure dans un rôle orienté client.
• Connaissance des produits et services bancaires de Barclays souhaitée.
• Expertise technique et capacité à travailler efficacement dans une équipe.

Aufgaben

• Assister les gestionnaires de relations dans la gestion des portefeuilles clients.
• Tenir à jour les informations client et préparer des rapports.
• Gérer les canaux de communication avec les clients.

Kenntnisse

Client-facing experience

Knowledge of banking and operational procedures

Strong PC skills

Regulatory awareness

Ausbildung

Degree qualification

Jobbeschreibung

Join us as a Private Banking Executive and support the Private Banker in acquiring, servicing, and retaining clients. Your role will involve creating enduring, deep, and trusted relationships with clients and providing exceptional service. You will be the main point of contact for all day-to-day matters across products and services, ensuring administrative tasks are completed to enable the business to meet its targets and goals.

Key Skills:

• Previous experience in a client-facing role
• Good knowledge of banking and operational procedures, lending, collateral requirements, markets, and regulatory awareness
• This role does not involve providing advice but includes giving factual information during client interactions
• Preparation of client letters and documentation for Private Bankers, who will review and sign off on these documents
• Strong PC skills (Word, Excel, PowerPoint)

Desirable:

• Understanding of the Bank’s products and services within the Barclays Group
• Investment, fiduciary, and banking product knowledge
• Degree qualification

The role may involve assessing key skills such as risk management, change and transformation, business acumen, strategic thinking, and digital and technological skills.

This role is based in Geneva.

Purpose of the role:

Assist relationship managers in managing client portfolios effectively and enhancing the client experience.

Accountabilities:

• Maintain client information, manage contracts, prepare reports and presentations
• Coordinate schedules for relationship managers and clients
• Process transactions, manage expense reports, and routine requests
• Gather market trend information to support informed advice
• Analyze client data and prepare performance reports
• Manage communication channels with clients
• Support planning and execution of client projects
• Assist clients with banking transactions and updating personal information
• Guide new customers through account setup and online access
• Resolve client concerns and ensure data confidentiality

Analyst Expectations:

• Perform activities efficiently, aiming for continuous improvement
• Possess in-depth technical knowledge and experience
• Lead or support teams effectively, demonstrating leadership behaviors
• Develop technical expertise and act as an advisor
• Collaborate across teams and manage risks and controls
• Understand how the sub-function contributes to organizational objectives
• Make evaluative judgments and resolve problems based on factual analysis
• Communicate effectively with stakeholders and external contacts

All colleagues are expected to embody Barclays Values — Respect, Integrity, Service, Excellence, and Stewardship — and demonstrate the Barclays Mindset — to Empower, Challenge, and Drive.