Russian and/or Hebrew speaking Private Banking Executive

As a Private Banking Executive at Barclays, you will play a pivotal role in supporting Private Bankers in acquiring, servicing, and retaining high-value clients, ensuring the delivery of overall business objectives. You will serve as a key point of contact for clients on day-to-day operational matters and will be instrumental in supporting the team with client relationship administration, marketing products, and preparing for client-facing meetings. In this role, you will also assist with the coordination and management of routine client activity such as payments, banking enquiries, meeting preparation and follow-ups, documentation drafting, and annual reviews — all under the oversight of the Private Banker. You will work proactively with internal stakeholders including Operations, Business Management, and Compliance to ensure efficient and accurate task execution, contributing to a strong client experience and effective risk management.

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. Read more