Private Banking Executive

Job Title: - Private Banking Executive
Location: Delhi

About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.

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.

Working Flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life.

Hybrid Working

Please discuss the detail of the working pattern options for the role with the hiring manager.

Introduction:
The role holder supports Private Bankers in acquiring, servicing and retaining clients. They play a key role in delivery of overall business objectives and delivery of its targets and goals. They will provide exceptional service to clients, building trusted relationships, and be a key point of contact for all day-to-day operational matters. They will lead all aspects of client related administration.

What will you be doing?

60-70% Client Servicing
- The role holder 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.
- They will be required to respond 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
- Role holder must ensure master record is updated with all latest client data, requests and reports, as well as perform daily monitoring, operations and transactions on clients' accounts in accordance will all corporate policies, procedures and internal/external regulatory requirements.
- Role holder assists the Private Banker(s) in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), drafting of letters and other documentation, and production of annual client reviews all overseen and signed-off by the Private Banker. At all times role holder keeps Private Banker(s) fully informed of interactions with clients and shares any insights gained through client servicing. They will be sure to route clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified

30-40% Sales Support
- The role holder will organise and support Bankers’ preparations for successful client engagement; e.g. by preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc. They will also on occasion attend client meetings and events when appropriate to establish strong and enduring working relationships
- The role holder will support and monitor relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times. They will ensure quality, accurate and timely execution of all client and administrative items, daily operations and transactions on clients' accounts, and reporting of all risk events and complaints.
- The role holder will act as the key contact point for clients dealing with day-to-day administration in relation to a range of services and products and acts as liaison between Private Banker and specialist product areas, e.g. Investments, Credit, Banking, Fiduciary, etc. to ensure the smooth operation of all services.
- The role holder will handle incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients. They will address and solve clients' administration inquiries in order to provide high quality personalised service.
- The role holder will maintain an up to date working knowledge of the markets, economic position, Barclays research view and product set thus being able to provide a view of these to the Private Banker.

Governance and Control
- The role holder will: