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Barclays Logo Barclays · Finance

Private Banking Executive

United Kingdom, London · Job Posted June 03, 2026
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Job Description

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.

Job Responsibility

  • Assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives
  • Become a key point of contact for the client for day-to-day operational matters
  • 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
  • Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations
  • Liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit & digital solutions
  • Work closely with Operations and other support functions to deliver positive outcomes for 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

  • Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement
  • Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures
  • Experience in managing client relationship
  • 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, ensuring accuracy and efficiency in all administrative tasks and client communications.
  • Technically minded with strong PC skills (Word, Excel, Power point)
  • Good communicator with the ability to engage across a broad client demographic
  • Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds.
  • Additional language skills may be required for some PBE roles

Nice to have

  • Assist the Private Banker/Wealth Manager in administration and management of day-today administration on client relationships including payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker/Wealth Manager.
  • Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and other business stakeholders to ensure delivery, resolve issues and reduce / remove errors.
  • Good overall knowledge of Barclays Private Bank/Barclays Wealth information systems
  • Understanding of regulatory framework
  • Taking responsibility for any remediation activities, administrative and/or governance tasks as required by client/business activity where appropriate.
  • A strong, up to date understanding of the general financial markets dynamics and current financial concepts.
  • A high aptitude and understanding of the digital landscape, with the ability to effectively support client’s changing needs in this area
  • Adaptability and resilience to manage multiple priorities and changing demands in a fast-paced environment.
  • Demonstrated initiative and capacity for independent problem-solving, while ensuring appropriate escalation where required.
  • Willingness to participate in team projects and contribute to a collaborative and supportive team culture.
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