Private Banking Executive

**Date live**:
06/03/2025
**Business Area**:
Europe
**Area of Expertise**:
Relationship Management
**Contract**:
Permanent
**Reference Code**:
JR-0000029511
Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.
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Join us as a Private Banking Executive and support the Private Banker in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients and provide exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services. Ensuring tasks are complete in relation to all aspects of administration to enable the business to delivery its targets and goals:
**Key Skills**:
Previous experience in a client facing role
Good knowledge of banking and operational procedures, plus lending and understanding of collateral requirements, understanding of markets and regulatory awareness
Role holder does not provide advice but can give factual information in client communications/interactions
Where role holder prepares client letters and similar advisory documentation for a Private Banker, the Private Banker will always review and sign the documentation and take accountability.
Strong PC skills (Word, Excel, Power point)
Desirable
Good understanding of the Bank’s products and services of the Barclays Group
Good investment, fiduciary and banking product knowledge
Degree qualification
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 Geneva
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 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.
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.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
Will have an impact on the work of related teams within the area.
Partner with other functions and business areas.
Takes responsibility for end results of a team’s operational processing and activities.
Escalate breaches of policies / procedure appropriately.
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