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Private Banking Executive

Geneva, Switzerland

Date live: Jun. 27, 2024

Business Area: Barclays International

Area of Expertise: Relationship Management / Sales

Reference Code: 90392322

Contract: Permanent

Where will you be located?

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Overall purpose of role

·Support the Private Banker in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients

Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services

·Complete the tasks related to all aspects of administration

·Support the team / business in the delivery of its targets and goals

Key Accountabilities

Client servicing 60-70%

·Acts as the key point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products which includes payments processing, credit cases submissions, client on-boarding and client data maintenance.

·Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations and various departments to ensure delivery, resolve issues and reduce/remove errors.

·Maintains the system record of client requests, situation, events, and reports

·Performs daily operations and transactions on clients' accounts.

·Complies with all corporate policies, front office procedures, regulatory and internal/external audit requirements and managing risk and control

·Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements

·Keeps Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified

·Assists the Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker.

Sales support 30-40%

·Supports Private Bankers to develop sales pitches and identify target clients for particular products

·Supports the Private Banker in managing their client portfolio through analysing client book to for example: identify and re-home low value / low potential clients, identify clients with substantial cash balances, recognise specific client needs and the opportunity they present

·Organises and supports Bankers’ preparations for client success, for example, preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc

·Attends client meetings and events to establish strong and enduring working relationships

·Maintains an up to date working knowledge of the markets, economic position, BW research view and product set and is able to provide a view of these to the Private Banker

Performance measures

ØClient satisfaction / feedback

ØBanker/team/PBE Manager satisfaction (e.g. responsiveness and positive attitude)

ØAttendance at regular forums

ØAdherence to procedures and risk and control framework (judged via directly attributable complaints, risk events or sundry losses, overdue annual reviews / credit reviews / quality of case file preparation)

ØDemonstration of Barclays values (Respect, Integrity, Service, Excellence, Stewardship)

Role requirements

Professional / technical experience

ØPrevious experience in a client facing role

ØGood knowledge of banking and operational procedures, plus lending and understanding of collateral requirements, understanding of markets and regulatory awareness

ØRole holder does not provide advice but can give factual information in client communications/interactions

ØWhere 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.

ØStrong PC skills (Word, Excel, Power point)

Preferred

ØGood understanding of the Bank’s products and services of the Barclays Group

ØGood investment, fiduciary and banking product knowledge

ØDegree qualification

Personal attributes

ØExcellent customer service skills & sensitivity to the needs and profile of high net worth clients

ØPositive and self motivated

ØExcellent ability to plan and organise work and set priorities, and to multi-task

ØGood interpersonal skills and adopts a team focus

ØGood influencing and negotiating skills

ØThe ability to make clear presentation of information both written and orally

ØEffective listening and communication skills

ØAbility to work under pressure with a heavyworkload

ØThe ability to solve problems using a rational approach with a strong ownership of problems

ØTeam Player

ØPossesses integrity

ØPossesses a technical and commercial approach to tasks.

ØPossesses the initiative to think things through and the prudence to refer

ØInterest in financial markets

ØFast learner, with experience of becoming familiar with new IT systems quickly and accurately

Purpose, Values and Mindset

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.

Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.

Respect

We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.

Integrity

We operate with honesty, transparency and fairness in all we do.

Service

We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.

Excellence

We champion innovation, and use our energy, expertise and resources to make a positive difference.

Stewardship

We prize sustainability, and are passionate about leaving things better than we found them.

Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.

Empower

Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.

Challenge

Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.

Drive

Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.

More about working at Barclays

We’ve had a presence in Europe almost as long as there’s been a Barclays. So, we’re building on solid foundations, leveraging our embedded talent, in 10 locations across the region allowing us to draw on a wealth of local and regional insight. For more information click here.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business.

Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a Carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager.

We're committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.

While the application process depends on the role, there are some constant steps, which are;

Step 1 - Your application
Step 2 - Your assessment
Step 3 - Your interview
Step 4 - Next steps

We aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click here to learn more.

Find out more information here.

Barclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

The Barclays Way

This is the spirit of Barclays. It’s why we exist, what we believe and how we behave. But most importantly, it’s how we make decisions, take action and get things done.

Learn more