Barclays

Private Banking Executive Support

Posted Jun 2, 2021
Project ID: BCLYJP00013036
Location
London , Greater London
Duration
6 months
(Jun 28, 2021 - Dec 27, 2021)
Hours/week
35 hrs/week
Payrate range
Unknown

Private Banking Executive Support

PAYE only

Length: 6 months

Working hours: 9-5 PM


 

About the role:

The role holder assists the Private Banker in acquiring, servicing and retaining clients to deliver overall business goals, becomes a key point of contact for the client for day-to-day operational matters, supports the Private Banker in marketing products to clients and supports the Pod/team/business in the delivery of its targets and goals.



What will you be doing?

  • Assist the Private Bankers in administration and management of day-today administration on client relationships including, payments, banking enquiries, attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.
  • Respond in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and I& PO to ensure delivery, resolve issues and reduce / remove errors.
  • The role holder will have good overall knowledge of Barclays Wealth information systems.
  • Assist Private Bankers in ensuring adherence to the Global KYC policy. Complying with all regulatory and Wealth requirements/procedures/controls and recognising/managing risk.
  • The role holder will identify opportunities to improve current procedures and ways of working to the benefit of our clients; along with aiding the implementation of the change.

 

What we’re looking for:

  • The ideal candidate will have knowledge of regulatory issues/PB procedures.
  • The ideal candidate will be technically minded with strong PC skills (Word, Excel, Power point).
  • The successful candidate will have sound knowledge of banking, and operational procedures, plus lending and understanding of security requirements.
  • The ideal candidate will have relevant experience (client facing) in a PBE role or similar industry role.


 

About Barclays

Barclays is a British universal bank. They are diversified by business, by different types of customers and clients, and by geography. Their businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by their service company which provides technology, operations and functional services across the Group.

 

We are an equal opportunity employer and we are opposed to discrimination on any grounds.

 

Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager.

 

 

Values 

Everything Barclays does is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. Their values inform the foundations of their relationships with customers, clients, employees and contractors. 



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