Pbe - Obp

**Date live**:
05/09/2025
**Business Area**:
Private Bank Asia
**Area of Expertise**:
Relationship Management
**Contract**:
Permanent
**Reference Code**:
JR-0000049711
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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Join us as a PBE-Onboarding Business Partner where you will serve as the key liaison for new client onboarding within the Private Banking division. You'll be responsible for ensuring that all client submissions for account openings are complete, accurate, and compliant with regulatory standards. This role supports multiple stakeholders across Front Office, Operations, Risk, and Compliance, ensuring seamless and efficient client onboarding.
To be successful in this role, your primary responsibility will involve coaching stakeholders on documentation standards, resolving onboarding-related issues, and ensuring adherence to Client Due Diligence, KYC, AML, and Financial Crime compliance policies. The individual will also contribute to training initiatives, policy updates, and quality control measures to ensure consistency across global service centres.
You may be assessed on the key critical skills relevant for success in this role, such as experience in Private Banking Operations, understanding of CDD/KYC norms, and effective stakeholder management.
**Basic/Essential Qualifications**:
Experience in Customer Due Diligence (CDD), KYC and financial crime compliance.
Prior banking operations experience is essential.
Strong knowledge of account opening procedures and regulatory requirements.
Hands-on experience working with Front Office, Risk, and Compliance stakeholders.
Ability to coach teams on documentation quality and policy interpretation.
**Desirable skillsets/good to have**:
Strong interpersonal, communication, and influencing skills.
Good understanding of regulatory frameworks including AML and risk monitoring.
Experience working in Wealth Management or Investment Banking environments.
Proficiency in Microsoft Office.
Highly detail-oriented and able to manage multiple stakeholders.
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.
Job location is Bangalore.
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.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibiliti