Private Banking Executive
Barclays – Geneva, Switzerland
Purpose of the role
To assist relationship managers in effectively managing their client portfolios and optimising 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 responding 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 service tasks such as deposits, withdrawals, transfers, bill payments, mobile app support, and 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, and fees.
* Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.
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 programme.
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, both written and spoken.
Desired Skills
* Excellent administrative and organisational 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-centred mindset.
* Master's degree 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 Geneva.
You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship, and the Barclays Mindset – Empower, Challenge and Drive.
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