Private Banking Executive

Private Banking Executive – Barclays, Zurich (12m FTC)

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.

• 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).

• 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.

Zurich.

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

• 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 responding to client inquiries.
• Provision of support to relationship managers with planning, tracking and 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 service 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 and fees.
• Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.