Account Executive

Account Executive

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.

Key responsibilities include:

• 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 include:

• 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.
• Proficiency in Microsoft Office and business software tools.

Desirable criteria include:

• 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.
• Experience supporting cross-jurisdictional workflows.
• Understanding of portfolio and credit risk management.
• Willingness to engage in project work and meet deadlines.

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.

This role is based in Guernsey.