Account Executive job opportunity at Barclays.

Home Jobs In Guernsey Tag: Executive Account Executive position at Barclays


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Barclays Account Executive
Experience: 1-year
Pattern: full-time
Country:
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Salary:
Status:

Executive

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degreeBachelor's (B.Sc.)
loacation St Peter Port, Guernsey
loacation St Peter Port....Guernsey

Manage incoming client queries and ensure timely, professional responses. Arrange and attend client meetings, prepare meeting packs, and complete follow-up actions. Conduct background reviews and due diligence to ensure compliance with regulatory standards. Maintain accurate client records and support onboarding processes. Collaborate with internal teams across jurisdictions to ensure consistent service delivery. Support Relationship Directors in achieving financial targets and managing portfolio risk. Promote digital self-serve solutions and contribute to process improvements. __ Essential Criteria __ Proven time management skills, with the ability to prioritise and manage multiple tasks effectively. Strong client handling experience, with a track record of managing queries and building professional relationships. Solid business acumen and understanding of HNW client needs. Excellent verbal and #written #communication #skills. Strong organisational skills with attention to detail. Ability to work both independently and as part of a team. Proactive, adaptable, and solutions-focused. Digital Enablement & Client Self-Serve Advocacy. Ability to prepare and follow through on client meetings and actions. Proficiency in Microsoft Office and business software tools. Desirable Criteria __ Experience in a similar client-facing role, ideally within financial services. Understanding of Private Banking & Wealth Management (PBWM) systems. Knowledge of regulatory and compliance requirements related to client onboarding and servicing. Familiarity with due diligence processes and risk-based assessments. Willingness to learn, develop, and take on new responsibilities. Proficiency in Microsoft Office and other business software tools. Experience supporting cross-jurisdictional workflows. Understanding of portfolio and credit risk management. Willingness to engage in project work and meet deadlines. Support Relationship Directors in achieving financial targets and managing portfolio risk. 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.

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