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Private Banking & Wealth Management Executive

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Barclays

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Location:
United Kingdom , London

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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:

  • 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, ensuring efficient time management and smooth communication.
  • Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
  • Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
  • Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
  • Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
  • Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
  • Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
  • Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
  • Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
  • Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

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.
What we offer:
  • Supporting active commuters
  • Time to connect
  • Wellbeing in focus
  • Advanced trading floors

Additional Information:

Job Posted:
March 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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