BA4 Private Clients Executive
- Barclays
- 1 - 4 years
- Mumbai
- 2 months ago
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Job Description
Essential Skills/Basic QualificationsEducated 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
Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries
Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,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 complete assignments
They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda
Take ownership for managing risk and strengthening controls in relation to the work done
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc)
to solve problems creatively and effectively
Communicate complex information
'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience
Influence or convince stakeholders to achieve outcomes
Job Classification
Industry: Financial ServicesFunctional Area / Department: Customer Success, Service & OperationsRole Category: Non VoiceRole: Customer Retention - Non VoiceEmployement Type: Full timeContact Details:
Company: BarclaysLocation(s): Mumbai+ View Contact
Keyskills: inbound back office leadership presentation skills sales servicing coordination
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