Overview As Private Banking Executive, you support Private Bankers in acquiring, servicing, and retaining clients to meet business goals. You act as a primary contact for day-to-day operations, coordinating schedules, processing transactions, and delivering high-quality client support. You help manage client data and portfolios while collaborating with teams to drive tailored solutions. This Zurich-based role offers exposure to wealth management operations and cross-functional initiatives that shape client experiences. Verantwortungsbereiche Maintain client information and contracts; prepare reports and presentation materials Coordinate schedules between relationship managers and clients for efficient communication Process transactions and manage expense reports to free up relationship managers Gather market trends and industry news to inform tailored client advice Analyze client data and portfolio performance; provide insights for adjustments and recommendations Manage inbound/outbound communications via phone, email and other channels Support complex client projects by tracking timelines and resources; communicate updates and opportunities Assist clients with deposits, withdrawals, transfers, bill payments, and online services; update personal information Guide new clients through account opening, terms explanation, online access setup Resolve client inquiries and maintain confidentiality and data security Demonstrate Barclays values and leadership behaviors when applicable Assist with marketing of banking and investment products to clients Zentrale Anforderungen Experience in Private Banking, Wealth Management or similar client-facing environment Strong relationship management and stakeholder engagement skills Solid knowledge of banking products, operational procedures, risk management, lending and security requirements Adherence to regulatory frameworks including KYC/AML, governance, and risk controls Excellent organizational skills and attention to detail; accuracy in administrative tasks Proficiency with PC applications (Word, Excel, PowerPoint) Strong organizational skills Attention to detail Communication and collaboration Microsoft Word Microsoft Excel Microsoft PowerPoint
Private Bank Executive AVP Arbeitgeber: Barclays
Barclays ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in der Schweiz eine dynamische und unterstützende Arbeitsumgebung bietet. Mit einem starken Fokus auf alternative Investments ermöglicht das Unternehmen nicht nur die Entwicklung von Fachkenntnissen, sondern fördert auch das Wachstum und die Karrierechancen seiner Mitarbeiter durch kontinuierliche Schulungen und Mentoring. Die Unternehmenskultur legt Wert auf Zusammenarbeit und Innovation, was es den Mitarbeitern ermöglicht, ihre Fähigkeiten in einem spannenden und sich ständig weiterentwickelnden Markt zu entfalten.
