Join us as an Account Executive within our Barclays Relationship Team in Guernsey.
The role holder reports into the Service Team Leader, Guernsey and provides centralised support to Relationship Directors in managing high-net-worth (HNW) private client portfolios.
We are seeking a proactive and detail-oriented Account Executive to join our Private Banking & Wealth Management (PBWM) team. This is a client-facing role supporting Relationship Directors in managing portfolios of high-net-worth (HNW) clients. You will play a key role in delivering exceptional service, ensuring compliance, and contributing to the team's financial success. As an Account Executive, you will support Relationship Directors in managing HNW client portfolios. You will handle client queries, coordinate and attend meetings, complete follow-up actions, and maintain accurate records. You will also perform due diligence, risk assessments, and contribute to process improvements and team goals. The role requires balancing multiple priorities, from preparing reports and maintaining accurate client records, to liaising with internal teams, performing background reviews on individuals and companies to ensure funds come from legitimate sources, and contributing to the financial targets of the team.
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