Ba4 Private Banking Executive

**Date live**:
06/03/2025
**Business Area**:
Private Bank Asia
**Area of Expertise**:
Relationship Management
**Contract**:
Permanent
**Reference Code**:
JR-0000011948
Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.
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**Essential Skills/Basic Qualifications**:
Educated to Degree level
Appropriate regulatory qualifications
Fluent in English and Hindi
Fluency in other Indian languages added advantage (regionally-specific)
**Desirable skills/Preferred Qualifications**:
Excellent interpersonal and communication skills
Entrepreneurial spirit but also with a collegiate approach
Embraces challenge and an evolving/changing environment
Rapidly assimilates new information and applies this knowledge as appropriate
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
About Barclays Private Bank
As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world.
The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank.
Purpose of the role
To assist relationship managers to effectively manage their client portfolios and optimise the client experience.
Accountabilities
Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.
Assistant Vice President Expectations
To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complet