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Private Banking Executive

Monaco, Monaco

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Date live: 05/15/2025

Business Area: Europe

Area of Expertise: Relationship Management

Contract: Temp/Contractor Payroll (Fixed Term)

Reference Code: JR-0000044394

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Barclays Relationship Management

Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.

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Private Banking Executive | Barclays | Monaco | 9m FTC.

As part of the Private Banking team, the Private Banking Executive will play a crucial role in supporting the commercial function and ensuring a high level of service for an international and demanding clientele. Working closely with private bankers, you will 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


Essential Skills:

  • Proven experience in the private banking sector, with exposure to high-net-worth clients and an understanding of their service expectations
  • Strong knowledge of KYC and AML regulations, with experience supporting ongoing compliance processes
  • Fluency in French, English, and Italian, both written and spoken


Desired Skills:

  • Excellent administrative and organizational skills, with attention to detail and ability to multitask
  • Capacity to work effectively under pressure in a fast-paced and demanding environment
  • Strong interpersonal and communication skills, with a client-centric mindset
  • Master’s degree (BAC +5) in Banking and/or Finance


IT Proficiency:

  • Excellent command of Microsoft Office (Excel, Word, Outlook, PowerPoint)
  • Knowledge of Avaloq banking system is a strong plus


This role is based in Monaco.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Purpose of the role

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

Accountabilities

  • Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
  • Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
  • Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
  • Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
  • Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
  • Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
  • Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
  • Support to 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.
  • Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
  • Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
  • Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

Analyst Expectations

  • Will have an impact on the work of related teams within the area.
  • Partner with other functions and business areas.
  • Takes responsibility for end results of a team’s operational processing and activities.
  • Escalate breaches of policies / procedure appropriately.
  • Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
  • Advise and influence decision making within own area of expertise.
  • Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
  • 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.
  • Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  • Make evaluative judgements based on the analysis of factual information, paying attention to detail.
  • Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
  • Guide and persuade team members and communicate complex / sensitive information.
  • Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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.

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 a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 39 countries and employing around 100,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.

To find out more about Barclays' strategy please click here.

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.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

Learn more about Barclays locations

Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment.

Gain access to wellness rooms, gyms and mental health support.

Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions.

Modern spaces designed for teamwork and brainstorming.

There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering.

Learn more about Barclays locations

Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment.

Health and wellness

Gain access to wellness rooms, gyms and mental health support.

A place where you can belong

Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions.

Collaborative Areas

Modern spaces designed for teamwork and brainstorming.

More than work

There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering.

Multicultural ERGs at Barclays

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

You can learn more about our commitment to our colleague on our Inclusion and Opportunities page.

Learn more

Application Process

Your application

We’ll ask for information about you, your CV and cover letter.

1

Your assessment

Covering your behaviours and ability at work.

2

Your interview

Exploring your past experiences and skills.

3

Next step

We’ll request additional information so that you can complete our screening process

4
How to ApplyRead our FAQ's
Barclays

Working flexibly

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business. If you'd like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team.

Hybrid working

We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Barclays is built on an international scale.

Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience.
And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.

Find more information

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Multicultural ERGs at Barclays

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

You can learn more about our commitment to our colleague on our Inclusion and Opportunities page.

Learn more