Private Banking Executive — Client Services & Relations

BARCLAYS; Norwich; On-site; GBP 42,000 - 56,000; Full time

Job summary

Barclays Private Banking is seeking a Private Banking Executive to support Relationship Managers in acquiring, servicing and retaining high-net-worth clients. You will act as the primary contact for day-to-day client inquiries and assist with onboarding, banking transactions, investments and digital solutions while ensuring adherence to regulatory standards.

The role requires experience in managing senior stakeholder relationships, strong product knowledge, and excellent organizational skills to

Qualifications

• Proven ability to manage relationships with high-net-worth clients.
• Solid understanding of banking products, operations, risk, governance.
• Experience in Private Banking/Wealth Management or similar client-facing environment.

Responsibilities

• Support Private Bankers in acquiring, servicing and retaining clients to hit targets.
• Liaise with clients on onboarding, transactions, investments and digital solutions.
• Coordinate with Operations and support teams to deliver excellent client outcomes.
• Prepare for meetings and deliver high-quality client correspondence and reviews.

Skills

Client relationship management

Banking product knowledge

KYC/AML compliance

Client meetings & documentation

Wealth management exposure

Organisational skills

MS Office proficiency

Tools

Word

Excel

PowerPoint

Job description

Barclays Private Banking is seeking a Private Banking Executive to support Relationship Managers in acquiring, servicing and retaining high-net-worth clients. You will act as the primary contact for day-to-day client inquiries and assist with onboarding, banking transactions, investments and digital solutions while ensuring adherence to regulatory standards.

The role requires experience in managing senior stakeholder relationships, strong product knowledge, and excellent organizational skills to