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Private Banking Executive

vor 1 Monat

Genf, Genf, Schweiz Barclays Bank (Suisse) SA Vollzeit

Overall purpose of role

·Support the Private Banker 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

·Support the team / business in the delivery of its targets and goals

Key Accountabilities

Client servicing 60-70%

·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 the Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker.

Sales support 30-40%

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

·Supports the 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 and is able to provide a view of these to the Private Banker

Performance measures

ØClient satisfaction / feedback

ØBanker/team/PBE Manager satisfaction (e.g. responsiveness and positive attitude)

ØAttendance at regular forums

ØAdherence to procedures and risk and control framework (judged via directly attributable complaints, risk events or sundry losses, overdue annual reviews / credit reviews / quality of case file preparation)

ØDemonstration of Barclays values (Respect, Integrity, Service, Excellence, Stewardship)

Role requirements

Professional / technical experience

ØPrevious experience in a client facing role

ØGood knowledge of banking and operational procedures, plus lending and understanding of collateral requirements, understanding of markets and regulatory awareness

ØRole holder does not provide advice but can give factual information in client communications/interactions

ØWhere role holder prepares client letters and similar advisory documentation for a Private Banker, the Private Banker will always review and sign the documentation and take accountability.

ØStrong PC skills (Word, Excel, Power point)

Preferred

ØGood understanding of the Bank's products and services of the Barclays Group

ØGood investment, fiduciary and banking product knowledge

ØDegree qualification

Personal attributes

ØExcellent customer service skills & sensitivity to the needs and profile of high net worth clients

ØPositive and self motivated

ØExcellent ability to plan and organise work and set priorities, and to multi-task

ØGood interpersonal skills and adopts a team focus

ØGood influencing and negotiating skills

ØThe ability to make clear presentation of information both written and orally

ØEffective listening and communication skills

ØAbility to work under pressure with a heavyworkload

ØThe ability to solve problems using a rational approach with a strong ownership of problems

ØTeam Player

ØPossesses integrity

ØPossesses a technical and commercial approach to tasks.

ØPossesses the initiative to think things through and the prudence to refer

ØInterest in financial markets

ØFast learner, with experience of becoming familiar with new IT systems quickly and accurately

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