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Barclays Logo Barclays · Banking

Private Banking Executive

Switzerland, Zurich · Job Posted June 28, 2026
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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

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)

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

What we offer

  • Access to wellness rooms, gyms and mental health support
  • Welcoming and inclusive culture
  • Modern spaces designed for teamwork and brainstorming
  • Socialising, sports, community events, volunteering
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