Private Banking Executive (Portuguese and/or Spanish 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 / business in achieving its targets and goals. In this role, you will also assist with marketing banking and investment products to clients.
Key Responsibilities
- 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
- 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)
- Portuguese and/or Spanish fluency is required for this role
Accountabilities
- Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times
- Responsible for all aspects of client servicing and service engagement plans, including leading client service review visits to support and improve the client experience
- Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end‑to‑end client experience, ensuring high levels of client satisfaction
- Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams
- Ensure legal and regulatory standards and internal policies and procedures are adhered to, supporting relationship managers with risk‑related activities
Core Expectations
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
Benefits
This role is based in London.
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