Private Banking Client Experience Executive

4952 Barclays Bank PLC; Greater London; Vor Ort; GBP 60.000 - 85.000; Vollzeit

Zusammenfassung

Barclays Private Banking & Wealth Management Executive in London supports Private Bankers in acquiring, servicing, and retaining clients to meet business objectives. You will handle day-to-day operational matters, assist in marketing banking products, and contribute to achieving targets with the Pod/team.

The role requires strong client relationship experience, risk awareness, and excellent communication skills.

Qualifikationen

• Sound knowledge of banking operations, risk management, lending and security requirements.
• Experience in managing client relationships in Private Banking/Wealth Management.
• Ability to prepare for client-facing meetings and maintain regulatory compliance.

Aufgaben

• Assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to achieve business goals.
• Act as a point of contact for complex client requests and liaise with operations and support teams.
• Lead client service review visits to enhance the client experience and ensure high levels of satisfaction.
• Support risk controls, escalate breaches of policies, and ensure adherence to regulatory standards.

Kenntnisse

Relationship management

Client servicing

Communication skills

Risk management

Regulatory knowledge

Digital literacy

Leadership / People management

Ausbildung

Bachelor's degree in Finance/Banking

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Jobbeschreibung

Barclays Private Banking & Wealth Management Executive in London supports Private Bankers in acquiring, servicing, and retaining clients to meet business objectives. You will handle day-to-day operational matters, assist in marketing banking products, and contribute to achieving targets with the Pod/team.

The role requires strong client relationship experience, risk awareness, and excellent communication skills.