Private Banking Executive (Mandarin speaking) – Barclays – London
Working as a Barclays Private Banking Executive, you will assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives. You will act as a key point of contact for clients on day-to‑day operational matters and support the team and business in achieving its targets and goals. In this role, you will also assist with marketing banking and investment products to clients.
Responsibilities
- Assist the Private Banker / Wealth Manager in acquiring, onboarding, servicing, and retaining clients to deliver overall business goals.
- Serve as a key point of contact for clients on day‑to‑day operational matters.
- Support the team and business in achieving its targets and goals.
- Assist with marketing banking and investment products to clients.
- Act as liaison between relationship managers and support/specialist teams for new account queries and complex servicing requests.
- Ensure legal and regulatory standards, internal policies and procedures are adhered to, and support relationship managers with risk‑related activities.
- Collaborate with Operations and other support functions to deliver positive outcomes for clients.
- Lead and supervise a team, guiding and supporting professional development, coordinating work requirements, and managing operational processing and activities.
- Escalate breaches of policies and procedures appropriately.
- Adopt and embed new policies and procedures adopted due to risk mitigation.
- Advise and influence decision‑making within own area of expertise.
- Manage risk and strengthen controls in relation to the work you own or contribute to, delivering work in line with relevant rules, regulation and codes of conduct.
- Maintain and build an understanding of how own sub‑function integrates with the wider function, and demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship.
Qualifications
- Managing client relationships, including engagement with senior stakeholders, and building trusted relationships across diverse clients and internal teams.
- Sound knowledge of banking products, operational procedures, risk management, lending, and security requirements.
- Adherence to regulatory and compliance frameworks, including KYC/AML, governance, and risk and control procedures.
- Experience preparing for client‑facing meetings and delivering high‑quality client support, including correspondence, documentation, and annual reviews.
- Experience in a Private Banking, Wealth Management, or similar client‑facing environment.
- Excellent organisational skills, attention to detail, and accuracy in administrative and operational tasks.
- Technically proficient with PC applications (Word, Excel, PowerPoint).
- Fluency in Mandarin. Candidates that do not meet the language requirement will not be considered.
- Proactively managing day‑to‑day client administration and operational tasks, resolving issues, and ensuring smooth delivery in collaboration with Operations, Business Management and other stakeholders.
- Strong commercial awareness and understanding of financial markets, products, and trends affecting HNW/UHNW clients.
- Ability to leverage digital tools and platforms to support clients’ evolving needs.
- Adaptability, resilience, and ability to manage multiple priorities in a fast‑paced, changing environment.
- Initiative and independent problem‑solving, with appropriate escalation where required.
- Willingness to contribute to team projects and foster a collaborative, supportive team culture.
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