Private Banking Executive
Location: London (Hybrid working- 3 days per week on site)
Length- 6 Months
Overall purpose of role
The role holder assists the Private Banker in acquiring, servicing and retaining clients to deliver overall business goals, becomes a key point of contact for the client for day-to-day operational matters, supports the Private Banker in marketing products to clients and supports the team/business in the delivery of its targets and goals.
The role holder will assist the Private Bankers in administration and management of day-today administration on client relationships.
Helping with payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.
The role holder will hold a book of clients to manage and assist the Private Banker.
The role holder will be dealing with a workload in a busy fast-paced environment.
The role holder responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and I&PO to ensure delivery, resolve issues and reduce / remove errors.
Technically minded with strong PC skills (Word, Excel, Power point).
The successful candidate will have sound knowledge of banking, and operational procedures, plus lending and understanding of security requirements.
Showing an interest in Finance & Banking
Willing to learn
Barclays is a British universal bank. It is diversified by business, by different types of customers and clients, and by geography. Barclays businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by its service company which provides technology, operations and functional services across the Group.
Everything Barclays does is shaped by its five values of Respect, Integrity, Service, Excellence and Stewardship. The Barclays values inform the foundations of its relationships with customers and clients, but they also shape how Barclays measure and reward the performance of colleagues. Simply put, success is not just about what you achieve, but about how you achieve it.
Barclays aims to foster a culture where individuals of all backgrounds feel confident in bringing their whole selves to work, feel included and their talents are nurtured, empowering them to contribute fully to Barclays vision and goals.
Barclays is currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. Barclays is flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. Barclays also has a flexible working process where, subject to business needs, all colleagues globally are able to request work patterns to reflect their personal circumstances
As a contract employee of Randstad Sourceright, you’ll receive a wide range of financial and personal benefits. There’s enrolment in a pension plan (after 12 weeks on assignment) and holiday pay. You’ll also get 24/7 access to an Employee Assistance Programme, designed to help you deal with any problems that could be affecting your home or work life. Plus, there’s discounts at heaps of high street shops, restaurants and entertainment - from Asda to Zizzi Italian restaurants.