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Date live: Jan. 23, 2023

Business Area: Barclays International

Area of Expertise: Relationship Management / Sales

Reference Code: 90363704

Contract: Permanent

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 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 Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker

Stakeholder Management and Leadership

  • Help / Support the PBE population with technical queries and complex cases
  • Assists PBE Managers in managing PBE resource/workflow, interviewing new PBEs, training, mentoring and development
  • Supports Private Bankers 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
  • 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.

Decision-making and Problem Solving

  • Strong knowledge of banking and operational procedures, plus lending and understanding of collateral requirements, understanding of markets and regulatory awareness
  • Strong understanding of Bank’s products and services of the Barclays Group
  • Is a technical specialist/champion in one of the banking fields such as on-boarding or credit

Risk and Control Objective

  • Fully embrace the risk management agenda and be able to demonstrate that all activity is conducted in accordance with all policies, procedures & frameworks 
  • Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements. Proactively support banker to ensure a green Balance Scorecard
  • Understand the relevant risk and controls that apply to the jurisdictions and platforms where you have clients 
  • Pro actively recommend and implement ways to avoid and eliminate risk within the team / others within the business. Apply lessons learned from near misses, risk events and sundry losses
  • Work closely with Line Manager and BCG to ensure they are competent and conversant to the highest standards in all processes

Person Specification

  • 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 activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Purpose and Values

Barclays has a single cross-business Purpose for Barclays and five core Values which underpin it.

Our Purpose is to create opportunities for people to rise- customers, clients, colleagues and society. Put simply this is the answer to the question ‘What is Barclays for?’ and it should guide our every action as employees.

Respect

We respect and value those we work with, and the contribution that they make.

Integrity

We act fairly, ethically and openly in all we do.

Service

We put our clients and customers at the centre of what we do.

Excellence

We use our energy, skills and resources to deliver the best, sustainable results.

Stewardship

We are passionate about leaving things better than we found them.

More about working at Barclays

The Barclays Way

This is the spirit of Barclays. It’s why we exist, what we believe and how we behave. But most importantly, it’s how we make decisions, take action and get things done.

Learn more

Purpose

We exist to provide responsible finance to people and business – but also a whole lot more.

Values

We believe great talent RISES. It acts with Respect, Integrity, Service, Excellence and Stewardship.

Mindset

We discover our full potential through our desire to Empower, Challenge and Drive each other.