Job Description
Essential Criteria
The successful candidate must be fluent in either Russian and/or Hebrew due to the needs of our clients. Candidates that do not speak either language will not be considered.
Sound knowledge of banking practices, operational procedures, risk management, and lending, with a strong understanding of security requirements
Demonstrated integrity and adherence to regulatory policies and procedures, with knowledge of financial services risk and control frameworks
Proven experience in managing client relationships, with a focus on service excellence
Experience engaging with senior internal and external stakeholders
Competence in preparing materials for client meetings, including banking and investment propositions
Relevant experience in a Private Banking, Wealth Management, or similar client-facing role
Strong technical skills, including proficiency in Microsoft Office (Word, Excel, PowerPoint)
Desirable Criteria
Familiarity with Barclays Private Bank/Wealth information systems
Additional language skills may be advantageous depending on the client base
This role is based in London.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Russian and/or Hebrew speaking Private Banking Executive position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
