Private Banking Executive

Barclays

In this role, you ll play a vital part in supporting our Private Bankers as they build, grow, and deepen relationships with high-net-worth clients. You ll be a key player in delivering an outstanding client experience, acting as a trusted point of contact for their day-to-day banking needs across a wide range of financial products and services. You ll work closely with clients to handle complex requirements, manage high-value portfolios, and help navigate sophisticated financial structures making sure everything runs smoothly and efficiently.

What You Will Be Doing

• Client servicing is an important part of the role. You ll look after a portfolio of clients, managing everything from payments and credit submissions to onboarding and data maintenance. You ll own tasks end-to-end, coordinate with operations and internal teams, and ensure all client requests are handled professionally, accurately, and on time. You ll also keep Bankers fully informed of all client interactions and flag any emerging opportunities or needs.
• Youll need to bring excellent customer service skills, a strong sense of organisation, and great communication abilities. Youll also be a fast learner, comfortable working across different systems, and a real team player with a proactive, positive attitude. An interest in financial markets and a commercial mindset will also serve you well.
• This is a role for someone who thrives in a fast-paced environment, who enjoys problem-solving and who takes real ownership of their work. You ll be expected to stay up-to-date on internal policies, understand relevant regulatory requirements, and play an active role in risk management. Your insights, observations, and actions will help reduce risk, strengthen controls, and improve the overall client and colleague experience.
• Fully embrace the risk management agenda and be able to demonstrate that all activity is conducted in accordance with all policies, procedures & frameworks
• Pro-actively recommend and implement ways to avoid and eliminate risk within the team others within the business. Apply lessons learned from near misses, risk events and sundry losses
• Your role will also involve sales support. That could mean helping Bankers and Investment Advisory Team craft compelling pitches, researching prospects, or identifying opportunities within existing client books like spotting clients with significant cash balances or reassessing portfolios.
  
  
  

Essential Skills/Basic Qualifications

• Experience working in a Private Banking Executive (PBE) or client service role
• Have a good understanding of financial instruments
• Confident with financial high value trade and payment inputs
• High attention to detail and excellent communication skills
• Proven ability to work closely with internal teams and stakeholders
• Experience working with Middle Eastern market clients
  
  
  

Desirable Skills/Preferred Qualifications

• Gujrati language skills
• Previous experience working in the DIFC (Dubai International Financial Centre)
• Understanding of the needs of Non-Resident Indian (NRI) clients
  
  
  

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 Dubai.

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 managers 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.
  
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