Client Service Executive, Private Bank

Job description

Date live:

09/08/2025

Business Area:

Private Bank Asia

Area of Expertise:

Banking Operations

Contract:

Permanent

Reference Code:

JR

This is an exciting opportunity to join us as a Client Service Executive, Private Bank.

You will be the first point of contact for our clients and responsible for creating a world class client experience.

You are expected to communicate with clients in a confident, professional and knowledgeable manner.

You will also liaise with both internal and external stakeholders to resolve queries and understand requirements in order to meet client needs.

You will handle a wide variety of telephony calls and administration activities for clients covering every aspect of Barclays investment servicing and banking products.

You will also develop the client relationship through the delivery of a consistently excellence and professional service.

You must effectively manage your workload whilst adhering to strict regulations.

You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, as well as job-specific technical skills.

To be successful for this role, you should possess the following skills set or experience:

• Prior few years of client service experience in Private Banking serving UHNW individuals or experienced in customer service roles within any industry / sector with the ability to build rapport
• Excellent attention to detail
• Excellent command of English language with strong written and verbal communications skills
• Able to negotiate and influence across a wide range of internal and external stakeholders
• High level of computer literacy and able to interpret screen-based information whilst continuing a dialogue with clients
• Good organisational skills and able manage time effectively
• Adaptable to change in processes and procedures

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for.

If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application.

Sponsored visas are role and entity specific, and any changes must be reviewed.

It is important that you ensure you are working on the correct visa at all times.

Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

Purpose of the role

To lead and develop a highly engaged team, pioneering an omni channel experience to achieve consistently excellent customer outcomes.

Build and maintain your team's capability to deliver excellent customer outcomes through identifying, understanding, and meeting customer needs both internally and externally, using available tools and enablers to grow business performance.

Accountabilities

• Customer service to create excellent customer satisfaction and positively influence NPS (Net Promoter Scores), act as an ambassador for Barclays externally and internally, creating connections and growth for customers.
  
  
• Identification and maintenance of active performance management standards across the team, communicating to and inspiring colleagues to be commercially minded, achieve goals and expectations, measure them frequently and honestly to ensure personal growth and support early identification and intervention where required.
  
  
• Day to day running of the business, using internal and external insights to develop an effective business plan, making evaluative judgments to support customers with their financial needs and drive long term sustainable revenue growth in your area.
  
  
• Market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities.
  
  
• Cultivation of a resolution culture where leaders and colleagues are customer advocates and are empowered to deal with customer requests fairly at first point of contact.
  
  
• Creation of an empowering environment, bringing together and supporting a community of colleagues who care about Customers, Colleagues and Outcomes.
  
  
• Operational performance of allocated sites and surrounding touchpoints.
  
  Ensuring operational and risk frameworks are adhered to for all direct reports, including observations.
  
  
• Creation of a culture which enables focus on building deeper relationships with customers and contribute to the overall success of Barclays.
  
  

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
  
  
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
  
  
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.
  
  The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
  
  
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
  
  
• Will have an impact on the work of related teams within the area.
  
  
• Partner with other functions and business areas.
  
  
• Takes responsibility for end results of a team's operational processing and activities.
  
  
• Escalate breaches of policies / procedure appropriately.
  
  
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
  
  
• Advise and influence decision making within own area of expertise.
  
  
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to.
  
  Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
  
  
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
  
  
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  
  
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
  
  
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
  
  
• Guide and persuade team members and communicate complex / sensitive information.
  
  
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
  
  

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.

Required Skill Profession

Other General