Barclays Vacancies 2020 – Private Banking Executive Portuguese Speaker

Job Description:

As a Private Banking Executive you will assist the Private Bankers in acquiring, servicing and retaining clients to deliver overall business goals. You will become a key point of contact for the client for day-to-day operational matters, support the Private Banker in marketing products to clients, attending meetings, preparing notes and carrying out annual client reviews.

Job Responsibilities:

• Acting as a liaison between the Private Banker and specialist product areas, e.g. Investment Management, Credit and Fiduciary
• You will assist the Private Bankers in the management of day-to-day administration of client relationships – including payments, enquiries, meetings and documentation
• Maintaining up to date working knowledge of the markets, economic position, Barclays Wealth research view and product sets
• Responding to client requests in a timely and professional manner, owning the task execution end to end
• You will perform daily operations and transactions on clients’ accounts
• Assisting the Private Bankers in ensuring adherence to the Global KYC policy and complying with all regulatory and Wealth requirements

Job Requirements:

• Relevant client facing experience in a PBE role or similar industry role
• Sound knowledge of banking, operational procedures, lending and security requirements
• Strong investment, fiduciary and banking product knowledge
• Portuguese language skills

Qualification & Experience:

• Good interpersonal skills and a strong team focus
• Technically minded with strong IT skill (Word, Excel, PowerPoint)
• Up to date knowledge of relevant changes in the marketplace
• A positive and self-motivated mindset

Job Details:

Company: Barclays

Vacancy Type: Full Time

Job Functions:  Administrative Customer Service

Job Location: London, England Metropolitan Area

Application Deadline: N/A

Apply Here

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