Job Description

Date live:

06/03/2025

Business Area:

Europe

Area of Expertise:

Relationship Management

Contract:

Permanent

Reference Code:

JR-0000054533

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.

See your commute



Join us as a Private Banking Executive and support Private Bankers in acquiring, servicing and retaining clients in the creation of enduring, deep and trusted relationships with our clients. You Will Provide exceptional service to the Banker's clients and be a main point of contact for all day-to-day matters across products and services and liaise directly with clients in relation to their non advice requirements and will be required to interpret and manage high value and highly complex books as well as understand complex financial structures and products:

Key Skills:

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



Strong understanding of Bank's products and services of the Barclays Group



Is a technical specialist/champion in one of the banking fields such as on-boarding or credit



Strong understanding of all asset classes including Equities, Investments, Fixed income.



Assists Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker

Desirable Skills:

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



Positive and self motivated



Excellent ability to plan and organise work and set priorities, and to multi-task Good interpersonal skills and adopts a team focus



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



This role is based in Geneva



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.



Assistant Vice President Expectations



To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.

Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes

If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.

OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.

Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.

Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.

Take ownership for managing risk and strengthening controls in relation to the work done.

Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.

Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.

Influence or convince stakeholders to achieve outcomes.



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.



(Opens in new tab or window)



(Opens in new tab or window)



(Opens in new tab or window)

Reasonable adjustment

Our purpose

Equal opportunities

Right to work statement

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

A place where you can belong

Collaborative Areas

More than work

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



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.