Private Banking Executive - European Language or Russian, Hebrew, Turkish, Arabic

Location: Poplar

Private Banking & Wealth Management Executive | Barclays | London

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.

To be successful as a Private Banking & Wealth Management Executive, you should have experience with

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.

1 European Language or Russian, Hebrew, Turkish, Arabic required

Some other highly valued skills may include:

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.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London.

Purpose of the role

To assist relationship managers to effectively manage their client portfolios and optimise the client experience.

Accountabilities

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…