Private Banking Executive: Client Relationships

Barclays; Reading; On-site; GBP 40,000 - 65,000; Full time

Job summary

Barclays Private Banking is seeking a Private Banking Executive on a 12-month fixed-term contract in the UK. You will support the Private Banker/Wealth Manager in acquiring, servicing, and retaining high-net-worth clients, acting as a primary contact for day-to-day operations.

You will assist with client meetings, onboarding, bank transactions, investments, and digital solutions, while ensuring regulatory compliance and robust risk controls across activities.

Qualifications

• Experience in Private Banking or Wealth Management is required.
• Strong client relationship and senior stakeholder engagement is essential.
• Knowledge of lending, risk management and security requirements is important.
• Compliance with KYC/AML and governance frameworks.
• Excellent organizational skills and attention to detail are necessary.
• Proficiency with Word, Excel and PowerPoint is expected.

Responsibilities

• Support Relationship Managers in acquiring, onboarding, servicing and retaining clients.
• Prepare for client-facing meetings and deliver high-quality client support.
• Liaise with Operations and other support functions to deliver positive outcomes for clients.
• Maintain high levels of client satisfaction and service.
• Assist with marketing banking and investment products to clients.

Skills

Client relationships

Banking products

KYC/AML

Regulatory compliance

Meeting preparation

Private Banking experience

PC proficiency

Tools

Word

Excel

PowerPoint

Job description

Barclays Private Banking is seeking a Private Banking Executive on a 12-month fixed-term contract in the UK. You will support the Private Banker/Wealth Manager in acquiring, servicing, and retaining high-net-worth clients, acting as a primary contact for day-to-day operations.

You will assist with client meetings, onboarding, bank transactions, investments, and digital solutions, while ensuring regulatory compliance and robust risk controls across activities.