Private Banking Executive
Vor 5 Tagen
About Barclays
Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. Our goal is to become the bank of choice by providing superior services to customers and clients and supporting our stakeholders via a commercially successful business that generates long-term sustainable returns.
Our two clearly defined divisions, Barclays UK and Barclays International, provide diversification by business line, geography and customer, enhancing financial resilience and helping to contribute to the delivery of consistent returns through the business cycle. We have a strong core business with exciting prospects, well positioned to deliver long-term value for our shareholders.
The businesses are supported by The Group Service Company. This delivers critical infrastructure services and enhances operational continuity for our business units, it is a centre of excellence for services required by the business, such as fraud management and cyber security, reducing duplication and promoting best practice across our businesses.
Consistent with the objective of delivering long-term sustainable value for all our stakeholders, we have developed our Shared Growth Ambition - our approach to citizenship and the sustainability of the business model we operate. The aim is to make decisions and do business that provides our clients and customers, and the communities which we serve, with access to a prosperous future.
The delivery of our strategy is underpinned by the energy, commitment and passion of our people, and we are clear on our common purpose: creating opportunities to rise. We are a company of opportunity makers working together to help people rise - customers, clients, colleagues and society.
Overall purpose of role
- Supports Private Bankers 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
- Liaises directly with clients in relation to their non advice requirements and will be required to interpret and manage high value and highly complex books as well as understand complex financial structures and products
- Is a technical specialist/champion in one of the banking fields such as on-boarding or credit
- Assists PBE population with technical queries and complex cases
- When required, assists PBE Managers for ad hoc projects and in terms of being a Go To person
- Supports the team/business in the delivery of its targets and goals
Key Accountabilities
**60-70% Sales Support**
- Supports Private Bankers to develop sales pitches and identify target clients for particular products
- Supports 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 thus being able to provide a view of these to their Bankers
- Develops a sales strategy jointly with the Bankers to exceed performance targets
**10-20% Specialist Team Support**
- Excellent overall knowledge of BarSuisse information systems
- Supports team with technical queries and complex cases in relation to field of expertise (such as on-boarding or credit)
- Gathers feedback/issues, raise them to the PBE managers or in the champion forums
- Provides additional ad hoc training and actively share knowledge across the PBE population to ensure best practice is adhered to
- Works on ad hoc projects and assists with the implementation and development of policies, procedures and systems
- Actively makes suggestions for process improvements and leads in the implementation
- Escalates breaches of policies/procedures appropriately
- When required, assists PBE Managers in managing PBE resource/workflow, interviewing new PBEs, training, mentoring and development
**10-20% Client Servicing**
- 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 onboarding 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
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