Private Banking Client Advisor

Barclays Bank Plc; Manchester; On-site; GBP 40,000 - 65,000; Full time

Job summary

Barclays Private Banking is seeking a Private Banking Executive to support the Private Banker in acquiring, servicing and retaining clients, delivering the bank's objectives. You will act as a primary contact for day-to-day operational matters and help prepare client communications, documentation and reviews to ensure high-quality service.

You will assist with marketing banking and investment products to clients, manage relationships with senior stakeholders, and work with Operations and

Qualifications

• Experience in Private Banking or Wealth Management.
• Strong knowledge of banking products, risk management, and compliance.
• Able to prepare for client meetings and deliver high-quality client support.
• Experience handling senior stakeholders and cross-functional collaboration.
• Familiar with KYC/AML and regulatory governance.

Responsibilities

• Assist Private Banker in acquiring and servicing clients.
• Support relationship managers in onboarding and client reviews.
• Coordinate client communications, documentation, and annual reviews.
• Maintain product and process knowledge to advise clients.
• Collaborate with Operations and Compliance to ensure smooth delivery.

Skills

Client relationship management

Regulatory compliance

KYC/AML

Risk management

Lending knowledge

Governance

Stakeholder communication

Tools

Word

Excel

PowerPoint

Job description

Barclays Private Banking is seeking a Private Banking Executive to support the Private Banker in acquiring, servicing and retaining clients, delivering the bank's objectives. You will act as a primary contact for day-to-day operational matters and help prepare client communications, documentation and reviews to ensure high-quality service.

You will assist with marketing banking and investment products to clients, manage relationships with senior stakeholders, and work with Operations and