Private Banking & Wealth Management Executive

Barclays

London, United Kingdom
Client information management
Transaction processing
Market trend analysis
Assist relationship managers to effectively manage client portfolios and optimize the client experience

Job Summary

  • Assist relationship managers to effectively manage client portfolios and optimize the client experience.
  • Support clients with everyday product and services tasks, guidance for new customers, and maintenance of client relations.
  • Maintain confidentiality and security of client data by following strict data security protocols and ethical practices.

Matching Summary

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

Skills & Requirements

Must-have

  • Client information management
  • Transaction processing
  • Market trend analysis
  • Client data analysis
  • Client communication management
  • Risk and control procedures
  • Digital landscape understanding

Nice-to-have

  • Adaptability and resilience
  • Independent problem-solving
  • Team project participation
  • Additional language skills

Key Requirements

  • Sound knowledge of banking operational procedures
  • Experience managing client relationships
  • Experience dealing with senior stakeholders
  • Experience preparing for client-facing meetings
  • Relevant client-facing experience
  • Strong PC skills (Word, Excel, Powerpoint)

Work Rights

Not specified

Tailored Resume

Cover Letter