Private Banking Executive - European Language or Russian, Hebrew, Turkish, Arabic

Barclays Bank PLC; Greater London; On-site; GBP 55,000 - 70,000; Full time

Job summary

A leading financial institution in London is seeking a Private Banking & Wealth Management Executive to assist Private Bankers in acquiring, servicing, and retaining clients. The role involves acting as a point of contact for operational matters, supporting marketing efforts, and maintaining client relationships. Candidates should have a sound understanding of banking operations and demonstrate excellent communication skills. This position offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Sound knowledge of banking, operational procedures, risk management, and security requirements.
• Experience in managing client relationships and dealing with senior stakeholders.
• Strong attention to detail and ability to communicate effectively across cultures.

Responsibilities

• Assist in acquiring, servicing, and retaining clients for Private Banking.
• Support a collaborative culture by participating in team projects.
• Manage day‑to‑day client relationships and respond to client inquiries.

Skills

Sound knowledge of banking

Excellent organisational skills

Strong PC skills: Word, Excel, PowerPoint

Strong interpersonal and communication skills

1 European Language or Russian, Hebrew, Turkish, Arabic

Job description

Job Overview

Private Banking & Wealth Management Executive | Barclays | London. Working as a Barclays Private Banking & Wealth Management Executive, you will be assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives. You will become a key point of contact for the client for day‑to‑day operational matters. In your new role you will assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod / team / business in the delivery of its targets and goals.

Responsibilities & Key Skills

• Assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients.
• Serve as key point of contact for day‑to‑day operational matters.
• Support the Pod / team / business in achieving its targets and goals.
• Assist in marketing products to clients.
• Assist the Private Banker / Wealth Manager in administration and management of day‑to‑day client relationships: payments, banking enquiries, attending meetings, drafting letters and documentation, annual client reviews.
• Respond in a timely and professional manner to client requests, owning tasks end to end and working pro‑actively with Operations, Business Management and other stakeholders.
• Use Barclays Private Bank / Barclays Wealth information systems.
• Maintain up to date knowledge of financial markets dynamics and current financial concepts.
• Leverage digital landscape to support client needs.
• Adaptability and resilience to manage multiple priorities in a fast‑paced environment.
• Demonstrate initiative, problem‑solving and allowing appropriate escalation.
• Participate in team projects and support a collaborative culture.

Qualifications & Experience

• Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirements.
• Integrity and adherence to regulatory policies and procedures.
• Understanding of financial services risk and control procedures.
• Experience in managing client relationships.
• Experience in dealing with senior stakeholders.
• Experience in preparing for client‑facing meetings relating to banking proposition, investments and annual reviews.
• Relevant client‑facing experience in a Private Banking / Wealth Management or similar role.
• Excellent organisational skills and attention to detail.
• Strong PC skills: Word, Excel, PowerPoint.
• Good communicator with ability to engage across a broad client demographic.
• Strong interpersonal and communication skills, with ability to develop trusted relationships with clients and internal teams across cultures and backgrounds.
• 1 European Language or Russian, Hebrew, Turkish, Arabic required.

Purpose of the Role

• Assist relationship managers in effectively managing client portfolios and optimising the client experience.
• Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
• Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
• Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
• Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager.
• Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
• Management of inbound and outbound communication through phone, email, and other channels, relaying important information and responding to client inquiries.
• Provision of support to relationship managers with planning, tracking and execution of complex client projects, managing timelines and resources, identifying potential issues, summarising client portfolios, and proactively communicating updates and opportunities.
• Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support, and updating personal information, contact details, and account preferences.
• Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
• Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
• Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

Accountabilities

• Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
• Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
• Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
• Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
• Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
• Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
• Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
• Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
• Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
• Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
• Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

Analyst Expectations

To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in‑depth technical knowledge and experience in their assigned area of expertise. Thorough understanding of the underlying principles and concepts within the area of expertise. They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team’s operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies / procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Location

This role is based in London.