Private Banking Executive Genf

Barclays is a British universal bank. Our vision is to be the UK-centred leader in global finance. We are a diversified bank with comprehensive UK consumer, corporate and wealth and private banking franchises, a leading investment bank and a strong, specialist US consumer bank. Through these five divisions, we are working together for a better financial future for our customers, clients and communities.

We are seeking a highly motivated and client-focused Private Banking Executive to join our team in Geneva, supporting clients from the UK market. As a PBE, you will play a central role in assisting bankers and clients from this region. Acting as the primary point of contact, you will oversee day-to-day client interactions, manage transactional needs, and ensure exceptional service delivery to high-net-worth and ultra-high-net-worth individuals.

This role requires a professional who is comfortable working in a fast-paced environment, able to manage multiple priorities, and capable of building trusted relationships with clients and stakeholders. You will be working closely with bankers, operations, and product teams to deliver a seamless client experience, while maintaining the highest standards of compliance and operational excellence.

Previous exposure to private banking, wealth management, or financial services is essential, along with proven experience working directly with UK clients.

Tasks

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 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.
  

Profile / Your qualification / Your personality

Essential Criteria

• Proven experience in private banking, wealth management, or a client-facing financial services role
• Strong client-handling skills with the ability to act as first point of contact for HNW and UHNW clients
• Proven experience working with UK HNW/UHNW clients
• Fluency in English (spoken and written)
• Ability to prioritise tasks, and work effectively under pressure
• Autonomous and highly organised, with strong attention to detail
• Demonstrated ability to multitask and oversee complex transactions end-to-end
• Strong stakeholder management skills, with experience collaborating across teams
  

  Desirable Criteria

• Familiarity with UK wealth management practices and regulatory frameworks
• UK national or significant professional background with UK-based clients
• Knowledge of private banking products and services
• Track record of supporting business development and client onboarding
• Additional European language skills

Contact

Lorna Porter

Executive Recruiter for COO

Location

Pl. de Cornavin 14, CHF-1201 Genève