Private Banking & Wealth Management Executive

Barclays

London, United Kingdom
Client information management
Transaction processing
Client data analysis
Assist relationship managers to effectively manage their client portfolios and optimise the client experience

Job Summary

  • Assist relationship managers to effectively manage their client portfolios and optimise the client experience.
  • Support 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.
  • Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.

Matching Summary

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

Skills & Requirements

Must-have

  • Client information management
  • Transaction processing
  • Client data analysis
  • Client communication management
  • Risk and control procedures
  • Financial markets understanding

Nice-to-have

  • Digital landscape aptitude
  • Adaptability and resilience
  • Independent problem-solving
  • Collaborative team culture
  • Additional language skills

Key Requirements

  • Sound knowledge of banking operations
  • Experience managing client relationships
  • Experience dealing with senior stakeholders
  • Experience preparing for client meetings
  • Excellent organisational skills
  • Strong PC skills

Work Rights

Not specified

Tailored Resume

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