Private Banking Executive

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**
- Client satisfaction / feedback
- Banker/team/PBE Manager satisfaction (e.g. responsiveness and positive attitude)
- Attendance at regular forums
- 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)
- Demonstration of Barclays values (Respect, Integrity, Service, Excellence, Stewardship)

**Role requirements**

**Professional / technical experience**
- Previous experience in a client facing role
- Good knowledge of banking and operational procedures, plus lending and understanding of collateral requirements, understanding of markets and regulatory awareness
- Role holder does not provide advice but can give factual information in client communications/interactions
- 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.
- Strong PC skills (Word, Excel, Power point)

**Preferred**
- Good understanding of the Bank’s products and services of the Barclays Group
- Good investment, fiduciary and banking product knowledge
- Degree qualification

**Personal attributes**
- Excellent customer service skills & sensitivity to the needs and profile of high net worth clients
- Positive and self motivated
- Excellent ability to plan and organise work and set priorities, and to multi-task
- Good interpersonal skills and adopts a team focus
- Good influencing and negotiating skills
- The ability to make clear presentation of information both written and orally
- Effective listening and communication skills
- Ability to work under pressure with a heavy workload
- The ability to solve problems using a rational approach with a strong ownership of problems
- Team Player
- Possesses integrity
- Possesses a technical and commercial approach to tasks.
- Possesses the initiative to think things through and the prudence to refer
- Interest in financial markets
- Fast learner, with experience of becoming familiar with new IT systems quickly and accurately

Risk and Control Objective

Ensure that all activiti