Private Banking Executive

1 week ago

Mon Nagaland, India Barclays Full time

**Barclays Overview**

**Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. Our goal is to become the bank of choice by providing superior services to customers and clients and supporting our stakeholders via a commercially successful business that generates long-term sustainable returns.**

**Our two clearly defined divisions, Barclays UK and Barclays International, provide diversification by business line, geography and customer, enhancing financial resilience and helping to contribute to the delivery of consistent returns through the business cycle. We have a strong core business with exciting prospects, well positioned to deliver long-term value for our shareholders.**

**Consistent with the objective of delivering long-term sustainable value for all our stakeholders, we have developed our Shared Growth Ambition - our approach to citizenship and the sustainability of the business model we operate. The aim is to make decisions and do business that provides our clients and customers, and the communities which we **serve, with access to a prosperous future.**

**The delivery of our strategy is underpinned by the energy, commitment and passion of our people, and we are clear on our common purpose: to help people achieve their ambitions, in the right way.**

**Overall purpose of role**

**Supports Private Bankers in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients**

**Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services**

**Complete the tasks related to all aspects of administration**

**Supports the team/business in the delivery of its targets and goals**

**Key Accountabilities**

**60-70% Client servicing**

**Acts as the key point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products which includes payments processing, credit cases submissions, client on-boarding and client data maintenance.**

**Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations and various departments to ensure delivery, resolve issues and reduce/remove errors.**

**Maintains the system record of client requests, situation, events, and reports**

**Performs daily operations and transactions on clients' accounts.**

**Complies with all corporate policies, front office procedures, regulatory and internal/external audit requirements and managing risk and control**

**Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements**

**Keeps Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified**

**Assists Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker**

**30-40% Sales Support**

**Supports Private Bankers to develop sales pitches and identify target clients for particular products**

**Supports Private Banker in managing their client portfolio through analysing client book to for example: identify and re-home low value / low potential clients, identify clients with substantial cash balances, recognise specific client needs and the opportunity they present**

**Organises and supports Bankers’ preparations for client success, for example, preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc.**

**Attends client meetings and events to establish strong and enduring working relationships**

**Maintains an up to date working knowledge of the markets, economic position, BW research view and product set thus being able to provide a view of these to their Bankers**

***

**Risk and Control Objective**

**Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.**

***

**Role requirements**

**Academic and professional qualifications**

**Good understanding of the Bank’s products and services of the Group.**

**The Role will hold a Postgraduate degree.**

***

**Language skills**

**Strong command of French & English (written & verbal communication).** **Additional languages are a plus.**

***

**Personal attributes**

**Excellent customer service skills & sensitivity to the nee

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