Wealth Management Executive — Private Banking

Barclays; Greater London; Vor Ort; GBP 45.000 - 65.000; Vollzeit

Zusammenfassung

Barclays Private Banking & Wealth Management Executive in London supports Relationship Managers to acquire, service and retain clients, delivering on business objectives. You act as a key day-to-day contact for clients and assist in marketing products and coordinating with the Pod/team to meet targets.

The role requires strong client relationship skills, experience with risk controls, regulatory awareness, and proficiency in standard banking systems.

Qualifikationen

• Sound knowledge of banking, operational procedures, risk management and lending concepts.
• Understanding of security requirements and regulatory procedures in financial services.
• Experience in managing client relationships and working with senior stakeholders.
• Experience in preparing for client meetings relating to banking propositions, investments and reviews.

Aufgaben

• Establish strong client and internal relationships with relationship managers to ensure high quality service.
• Lead client service review visits and support end-to-end client engagement plans.
• Develop relationships across bank areas to enhance the end-to-end client experience.
• Be the point of contact for new account queries and complex servicing requests.

Kenntnisse

Banking knowledge

Risk controls

Client relationship mgmt

Stakeholder management

Client meetings

Microsoft Office

Communications skills

Adaptability

Languages

Tools

Barclays systems

Jobbeschreibung

Barclays Private Banking & Wealth Management Executive in London supports Relationship Managers to acquire, service and retain clients, delivering on business objectives. You act as a key day-to-day contact for clients and assist in marketing products and coordinating with the Pod/team to meet targets.

The role requires strong client relationship skills, experience with risk controls, regulatory awareness, and proficiency in standard banking systems.