Private Banking & Wealth Management Executive Job at Barclays (London)

New

Private Banking Executive Manager

Join us as a Private Bank Executive Manager, where you'll lead a team of Private...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Leading and developing client-facing teams within Private Banking, Wealth Management, or a similar financial services environment
Managing complex client relationships and acting as an escalation point for sensitive service or operational matters
Operating within regulated environments and ensuring policies relating to KYC, AML, and risk management are consistently applied
Building strong partnerships with Private Bankers and internal stakeholders to deliver outstanding client outcomes

Job Responsibility

Lead a team of Private Bank Executives who support the day-to-day needs of high-value clients
Deliver an exceptional client experience, driving operational excellence, and ensuring the team provides seamless support across every stage of the client journey
Coach, develop, and inspire your team, helping them navigate complex client requests while maintaining the highest standards of service, risk management, and regulatory compliance
Act as an escalation point for more sensitive or complex client situations
Identify opportunities to improve processes, increase efficiency, and enhance the overall client and colleague experience
Work closely with colleagues across Investments, Lending, Operations, Risk, and Compliance to ensure clients receive coordinated and consistent support
Oversee key control activities, maintain high standards of KYC and AML compliance, and take ownership for service delivery, team performance, and operational outcomes

What we offer

Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities
Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy

Fulltime

Private Banking Executive

Working as a Barclays Private Banking & Wealth Management Executive, you will be...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

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.

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

Fulltime

Private Banking Executive (Mandarin Speaking)

Working as a Barclays Private Banking Executive, you will assist the Private Ban...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

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

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

Fulltime

Private Banking Executive Manager

This is an exciting opportunity to join us as a Private Banking Executive Manage...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Excellent understanding of the Private Bank product set including investment solutions, banking and credit and wealth planning
Prior years of experience in leadership, management and communication skills and be able to build good relationships with a multitude of stakeholders both internal and external
Good working knowledge of banking and operational procedures, and be able to apply this knowledge when making risk based decisions
Proven track record of development of employees to reach their full potential
Excellent understanding of the client base – key service providers / teams
Excellent understanding of risk and control frameworks and procedures
Legal Right to Work in Singapore

Job Responsibility

Leading a team of Private Banking Executives in delivering on commercial, risk and collaboration targets
Providing an exceptional level of service to Singapore and Internationally focussed HNW, UHNW and Family Office clients
Leading and delivering key strategic business initiatives
Driving business strategy/agenda
Being the key point of escalation for complex issues
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
Processing of transactions, management of expense reports, and routine requests
Information gathering on relevant market trends, competitor offerings, and industry news
Analysis of client data, preparation of reports on portfolio performance, and provision of insights

What we offer

Structured hybrid working with fixed 'anchor' days onsite
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Opportunity to learn from a globally diverse mix of colleagues
Encouragement to embrace mobility and explore operations
Office designed to optimise colleague well-being
Located in an integrated live-work-play development with shops, restaurants, gyms

Fulltime

New

Wealth Management Regional Director - South

A Director-level leader accountable for Planning & Advice Distribution performan...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven leader of leaders within Wealth Management, Financial Planning, or Private Banking
Proven ability to deliver results via a balanced-scorecard framework spanning commercial outcomes, customer experience, colleague sentiment, and management of regulatory risk
Experience leading multi-team / regional distribution environments
Strong understanding of regulated advice processes, suitability, and client outcomes
Experience coaching leaders and improving performance at scale
Solid analytical capability, including identifying performance trends, drawing insights, and making data-driven decisions
Skilled in establishing and nurturing stakeholder relationships across interconnected strategic agendas

Job Responsibility

Accountability for regional outcomes across commercial outcomes, client experience and adviser productivity
Take responsibility for pan WM business initiatives where required
Lead delivery through Team Leaders, ensuring alignment, pace, and consistent execution across all teams
Use MI, forecasting, and performance insight to identify trends, address gaps, and drive targeted interventions
Maintain clear visibility of regional performance, risks, and opportunities
Partner with other regional directors to drive alignment in key priorities and ways of working
Lead, coach, and develop Team Leaders, ensuring effective leadership of their teams
Retain accountability for the regional Wealth Planner and Wealth Manager population, with clear oversight of performance, capability, and outcomes through Team Leaders
Set clear expectations on standards, behaviours, and productivity across the region
Build a strong, consistent performance culture, with clear accountability and follow-through

Fulltime

Personal Financial Advisor (Private Wealth)

Join our team as a Personal Financial Advisor (Private Wealth) and help shape th...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

Several years of hands-on experience in personal financial advisory or private wealth management, preferably with mass affluent or high-net-worth clients
Proven track record at respected institutions such as Schwab Private Client, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, or Chase Private Banking
Deep understanding of investment planning, retirement vehicles (401k, IRA), and tax-aware financial strategies
Exceptional judgment and decision-making skills in client advisory contexts
Outstanding written and verbal communication abilities
Certified Financial Planner (CFP) designation required
Expertise in client relationship management and regulatory compliance

Job Responsibility

Deliver tailored financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals
Evaluate client scenarios and provide expert feedback to support the development of advanced AI financial planning tools
Communicate complex financial concepts clearly and concisely to both clients and technical teams
Help clients build and execute practical, long-term financial plans aligned with both immediate needs and future goals
Uphold industry standards and regulatory compliance in all client interactions and recommendations
Build trust by offering high-quality, thoughtful, and client-centric advice that drives meaningful financial outcomes
Contribute insights and expertise to refine and advance AI-driven solutions for financial planning

Fulltime

Head of Wealth Management - Team 2 Brussels

As a Team Leader you will be responsible to lead, mentor and manage a team of cl...

Location

Belgium , Brussels

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Further professional Education (Masters / Professional qualification)
More than 5 years experience in a similar role
Proven and relevant experience within a wealth management or private banking role within financial services industry
Has experience in an International, multi-jurisdictional environment with strong cross border experience and experience of running a booking centre
Knowledge on order and execution process, hiring and on giving orders for securities and for trading and investing products and services
Has solid background in building cross collaboration and maintaining long-lasting relationships with a successful portfolio of clients and prospects, and comfortable networking in new markets to generate leads and opportunities to create revenue
Proven and relevant experience in managing people, developing team members to realise their growth potential, setting goals, reviewing objectives, and providing regular feedback and proactively taking action to manage underperformance
Understands Risk within context of the role and meets the regulatory obligations, as applicable

Job Responsibility

Lead, mentor and manage a team of client advisors and client advisor assistants across one of several cities
Actively contributing to the achievement of our Wealth Management strategy, transformation, and growth ambition
Drive the team commercial, financial and risk performance
Ensure client families are at the core of everything we do, leveraging the Quintet value proposition
Ensure the team operates in line with Quintet's internal policy and procedure framework as well as relevant external regulatory requirements
Act as coach, talent manager & talent scout
Develop and maintain a local market practice and knowledge
Set clear individual performance targets for the members of the team
Translate the Quintet Wealth Management strategy into an inspiring vision for the team
Ensure that client advisors maintain a strong and sustainable relationship with client families

Private Wealth Advisor

The main purpose of this job is to oversee and manage the investment team, manag...

Location

United States , Scottsdale

Salary:

Not provided

Commerce Bank

Expiration Date

Until further notice

Requirements

Strong knowledge of the investment field, including knowledge of best practices
Working knowledge of portfolio theory with understanding of fiduciary law
Exceptional relationship management skills and the ability to serve on various internal investment committees
Ability to lead round table discussions and investment seminars
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria
Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems
Ability to drive results and balance management of organizational risk and meeting goals of the business
Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company
Ability to remain adaptable and resilient to all situations with an optimistic outlook

Job Responsibility

Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines
Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations
Analyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives
Work with clients to develop comprehensive wealth management strategies
Determine client's risk profile and educate the client about investment risks and the risk/reward tradeoff
Create an appropriate investment portfolio ensuring implementation and execution of investment strategies
Ensure accounts are structured to comply with client's investment policy statement and correspond with current investment strategy
Provide ongoing client communication, monitoring and rebalancing of portfolio
Confer with others on investment team to determine consequences of investment decisions
Continuously perform investment research, stays informed of developments in security markets

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

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Private Banking & Wealth Management Executive

Job Description

Job Responsibility

Requirements

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