Private Banking Executive
Vor 5 Tagen
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**
Ø Client satisfaction / feedback
Ø Banker/team/PBE Manager satisfaction (e.g. responsiveness and positive attitude)
Ø Attendance at regular forums
Ø Adherence 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)
Ø Demonstration of Barclays values (Respect, Integrity, Service, Excellence, Stewardship)
**Role requirements**
**Professional / technical experience**
Ø Previous experience in a client facing role
Ø Good knowledge of banking and operational procedures, plus lending and understanding of collateral requirements, understanding of markets and regulatory awareness
Ø Role holder does not provide advice but can give factual information in client communications/interactions
Ø Where 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.
Ø Strong PC skills (Word, Excel, Power point)
**Preferred**
Ø Good understanding of the Bank’s products and services of the Barclays Group
Ø Good investment, fiduciary and banking product knowledge
Ø Degree qualification
**Personal attributes**
Ø Excellent customer service skills & sensitivity to the needs and profile of high net worth clients
Ø Positive and self motivated
Ø Excellent ability to plan and organise work and set priorities, and to multi-task
Ø Good interpersonal skills and adopts a team focus
Ø Good influencing and negotiating skills
Ø The ability to make clear presentation of information both written and orally
Ø Effective listening and communication skills
Ø Ability to work under pressure with a heavy workload
Ø The ability to solve problems using a rational approach with a strong ownership of problems
Ø Team Player
Ø Possesses integrity
Ø Possesses a technical and commercial approach to tasks.
Ø Possesses the initiative to think things through and the prudence to refer
Ø Interest in financial markets
Ø Fast learner, with experience of becoming familiar with new IT systems quickly and accurate
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