# Private Banking & Wealth Management Executive

**Company**: Barclays
**Location**: Canary Wharf, 1 Churchill Place
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Canary-Wharf-1-Churchill-Place/Private-Banking-Executive_JR-0000113919?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_7bfc1ab1-09e

## Description

As a Private Banking & Wealth Management Executive at Barclays, you will support and assist Relationship Managers in acquiring, onboarding, servicing, and retaining clients to deliver overall business goals, managing complex client situations.

You will be responsible for establishing strong client and internal relationships, providing high-quality service at all times, and developing relationships with other areas of the bank to ensure high levels of client satisfaction.

Key responsibilities include:

- Acting as a point of contact for all new account queries, complex servicing requests, and liaising between relationship teams and support/specialist teams

- Ensuring legal and regulatory standards and internal policies and procedures are adhered to

- Supporting relationship managers with risk-related activities

- Leading client service review visits to support and improve client experience

- Developing technical expertise in your work area, acting as an advisor where appropriate

The ideal candidate will have:

- Sound knowledge of banking, operational procedures, risk management, lending, and understanding of security requirements

- Experience in managing client relationships and dealing with senior stakeholders

- Relevant client-facing experience in a Private Banking/Wealth Management or similar role

- Excellent organisational skills and attention to detail

- Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams

- Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint

Additional desirable skills include:

- Knowledge of Barclays Private Bank/Barclays Wealth information systems

- Understanding of regulatory frameworks

- Familiarity with financial markets dynamics and current financial concepts

- Adaptability and resilience to manage multiple priorities and changing demands in a fast-paced environment

## Skills

### Required
- banking
- operational procedures
- risk management
- lending
- security requirements
- client relationships
- stakeholder management
- Microsoft Office

### Nice to have
- Barclays Private Bank/Barclays Wealth information systems
- regulatory frameworks
- financial markets dynamics
- digital landscape

---

Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Canary-Wharf-1-Churchill-Place/Private-Banking-Executive_JR-0000113919?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)