Private Banking Executive

We are seeking a Private Banking Executive to join our team in Monaco. As a Private Banking Executive, you will play a crucial role in supporting the commercial function and ensuring a high level of service for an international and demanding clientele.

You will work closely with private bankers to help manage client relationships, oversee daily operations, and ensure full compliance with regulatory requirements such as KYC and AML.

Key Responsibilities:

• Assist private bankers in managing and maintaining client relationships, including attending meetings and taking detailed notes
• Support compliance with the bank’s Know Your Customer (KYC) and Anti-Money Laundering (AML) obligations
• Handle day-to-day client servicing, ensuring prompt and accurate execution of transactions and operations
• Act as a liaison between clients, private bankers, and internal departments to facilitate smooth communication and issue resolution
• Draft and prepare client correspondence and reports, and respond to administrative queries
• Monitor client activity to identify and report potential risk events or complaints
• Ensure precise and timely execution of all administrative tasks
• Comply with the bank’s training and competency development program

Accountabilities:

• 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. To include leading client service review visits to support and improve client experience
• Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction
• 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

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

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.