Private Banking Executive (Mandarin Speaking) Job at Barclays (London)

Job Description

Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. You will act as a key point of contact for clients on day-to-day operational matters and support the team / business in achieving its targets and goals. In this role, you will also assist with marketing banking and investment products to clients.

Job Responsibility

Assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives
Act as a key point of contact for clients on day-to-day operational matters and support the team / business in achieving its targets and goals
Assist with marketing banking and investment products to clients
Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times
Responsible for all aspects of clients servicing and service engagement plans
Develop relationships with other areas of the bank
Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams
Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities

Requirements

Managing client relationships, including engagement with senior stakeholders, and building trusted relationships across diverse clients and internal teams
Sound knowledge of banking products, operational procedures, risk management, lending, and security requirements
Adherence to regulatory and compliance frameworks, including KYC/AML, governance, and Risk and Control procedures
Preparing for client-facing meetings and delivering high-quality client support, including correspondence, documentation, and annual reviews
Experience in a Private Banking, Wealth Management, or similar client-facing environment
Excellent organisational skills, attention to detail, and accuracy in administrative and operational tasks
Technically proficient with PC applications (Word, Excel, PowerPoint)
Fluency in Mandarin

Nice to have

Proactively managing day-to-day client administration and operational tasks, resolving issues, and ensuring smooth delivery in collaboration with Operations, Business Management, and other stakeholders
Strong commercial awareness and understanding of financial markets, products, and trends affecting HNW/UHNW clients
Ability to leverage digital tools and platforms to support clients’ evolving needs
Adaptability, resilience, and ability to manage multiple priorities in a fast-paced, changing environment
Initiative and independent problem-solving, with appropriate escalation where required
Willingness to contribute to team projects and foster a collaborative, supportive team culture

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Private Banking Executive (Mandarin Speaking)

Job Description

Job Responsibility

Requirements

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