Private Banking Executive - 6m FTC | Barclays | Geneva
We are seeking a highly motivated and client-focused Private Banking Executive to join our team in Geneva. As a PBE, you will play a central role in assisting bankers and clients from this region. Acting as the primary point of contact, you will oversee day-to-day client interactions, manage transactional needs, and ensure exceptional service delivery to high-net-worth and ultra-high-net-worth individuals.
This role requires a professional who is comfortable working in a fast-paced environment, able to manage multiple priorities, and capable of building trusted relationships with clients and stakeholders. You will be working closely with bankers, operations, and product teams to deliver a seamless client experience, while maintaining the highest standards of compliance and operational excellence.
Essential Criteria
* Proven experience in private banking, wealth management, or a client-facing financial services role
* Strong client-handling skills with the ability to act as first point of contact for HNW and UHNW clients
* Fluency in French and English (spoken and written)
* Ability to prioritise tasks, and work effectively under pressure
* Autonomous and highly organised, with strong attention to detail
* Demonstrated ability to multitask and oversee complex transactions end-to-end
* Strong stakeholder management skills, with experience collaborating across teams
Desirable Criteria
* Familiarity with wealth management practices and regulatory frameworks
* Knowledge of private banking products and services
* Track record of supporting business development and client onboarding
* Additional European language skills
This role is based in Geneva.
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
* To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
* Requires in-depth technical knowledge and experience in their assigned area of expertise
* Thorough understanding of the underlying principles and concepts within the area of expertise
* They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
* 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 develop technical expertise in work area, acting as an advisor where appropriate.
* 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.
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