![Precision Hire Solution](https://media.trabajo.org/img/noimg.jpg)
Private Banking Executive
1 week ago
Overall purpose of role
- Support the Head of Private Banking in acquiring servicing and retaining clients and in the creation of enduring deep and trusted relationships with our clients
- Provides exceptional service to the Bankers clients and be a main point of contact for all daytoday 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 6070%
- Acts as the key point of contact for a portfolio of clients dealing with daytoday 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 proactively 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 signedoff by the Private Banker.
Sales support 3040%
- 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 rehome 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 Banks 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 multitask
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 ObjectiveEnsure 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 crossbusiness Purpose for Barclays and five core Values which underpin it. Our Purpose is helping people achieve their ambitions in the right way. 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. This job has been sourced from an external job board.More jobs on
#J-18808-Ljbffr
-
Private Banking Executive
2 months ago
Dubai, Dubai, United Arab Emirates Charterhouse UAE Full timeCharterhouse is working with an industry-leading financial institution that specialises in private banking, investment management, as well as wealth and asset advisory. Our client is part of a global group that has offices in some of the largest financial centres in the world, and they are looking to hire an experienced and knowledgeable Private Banking...
-
Private Banking Executive
1 week ago
Dubai, Dubai, United Arab Emirates Barclays Full timePrivate Banking ExecutiveOverall purpose of role Support the Head of Private Banking 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 daytoday matters across products and services Complete...
-
Private Banking Executive
1 week ago
Dubai, Dubai, United Arab Emirates Precision Hire Solution Full timeOverall purpose of role Support the Head of Private Banking in acquiring servicing and retaining clients and in the creation of enduring deep and trusted relationships with our clientsProvides exceptional service to the Bankers clients and be a main point of contact for all daytoday matters across products and services Complete the tasks related to all...
-
Private Bank
1 week ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timePrivate Bank - Client Service Executive, Middle East:Job ID:R0257332Full/Part-Time:Full-timeRegular/Temporary:RegularListed: Location:DubaiPosition Overview:Client Service Executive :_Location _: United Arab Emirates, Dubai, DIFC**_Full / Part time _: Full time**_Permanent / Temporary _: Permanent contract**_Corporate Title _:AVP**_Reporting Line to _: Chief...
-
Private Banking
1 week ago
Dubai, Dubai, United Arab Emirates Citi Full timeResponsibilities: Accountable for driving revenue and be responsible for their entire team's revenue goals. Works closely with the Global Market Manager (GMM) to lead the activities for the team. Coach and guide team members and help them develop and share sales ideas across their and the wider team. Coordinate client calling and prospecting amongst team...
-
Dubai, Dubai, United Arab Emirates AP Executive Full timeNew Location: Dubai Salary: Negotiable per annum Job Type:PermanentPosted about 6 hours agoA growing and dynamic international Private Bank is looking to hire a Deputy Global Head of Intermediaries. The Bank has a long and distinguished history, its headquarters are offshore and it has growing operations across multiple jurisdictions including Dubai, Europe,...
-
Senior Private Banker – MEA
1 week ago
Dubai, Dubai, United Arab Emirates Executive Partners Ltd Full timeExecutive Partners Ltd is a Swiss Recruiting company for Swiss and International Private Banks, Wealth Management , External Asset Management Firms, Family Offices, Fund Managers and Trading companies. We take pride in supporting our clients to attract, develop, and retain the most talented private bankers and traders in Switzerland.This role is for a...
-
Private Bank
1 week ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timePrivate Bank - Business Risk Officer, AssociatePrivate Bank - Business Risk Officer, Associate Deutsche BankDubai, United Arab EmiratesPosted 1 day agoPermanentCompetitivePrivate Bank - Business Risk Officer, AssociateJob Description:Scope:The Business Risk Officer is a key first line of defense within a business line from a service and risk management...
-
Senior Private Banking RM
1 week ago
Dubai, Dubai, United Arab Emirates Unicorn Advisor (HK) Limited Full timeSenior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clientsSenior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clientsUnicorn Advisor (HK) LimitedDubai, United Arab EmiratesPosted 13 hours agoPermanenthighly competitiveMy client is looking for established Private Bankers (Direct or IAM/EAM) based in UAE Dubai...
-
Senior Private Banking RM
1 week ago
Dubai, Dubai, United Arab Emirates Unicorn Advisor (HK) Limited Full timeSenior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clients Senior Private Banking RM (Direct or IAM/EAM) based in Dubai covering Europe clientsUnicorn Advisor (HK) Limited Dubai, United Arab Emirates Posted 5 days ago Permanent highly competitive My client is looking for established Private Bankers (Direct or IAM/EAM) based in UAE...
-
Private Bank
1 week ago
Dubai, Dubai, United Arab Emirates Talent Pal Full timePrivate Bank - Relationship Manager, Middle East - Director:Job ID:R0312592- Full/Part-Time:Full-timeRegular/Temporary:Regular- Listed: Location:DubaiPosition Overview:Location: United Arab Emirates, DubaiDB Legal Entity: Deutsche Bank AG, Filiale Dubai (DIFC)Full / Part time: Full timePermanent / Temporary: Permanent contractCorporate Title: Managing...
-
Private Banking Specialist
1 week ago
Dubai, Dubai, United Arab Emirates Intelligent Solutions HR Full timeGeneral Overview:Our client, a leading financial institution in the UAE, is looking to hire a Private Banking Specialist to cultivate strong, personalized relationships with a portfolio of High Net Worth (HNW) clients. You will drive private banking sales and revenue by encouraging cross-selling of bank products to existing clients, sourcing new business...
-
Private Bank
1 week ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timePrivate Bank - Client Service Executive, Middle East Africa (MEA), Associate:Job ID:R0312722Full/Part-Time:Full-timeRegular/Temporary:RegularListed: Location:DubaiPosition Overview: Provide fundamental support to the Team Heads/Relationship Manager(s) (RM), Investment Managers (IM) to assist in the daytoday business activities in all aspects of client...
-
Lead - Private Banking Services
1 week ago
Dubai, Dubai, United Arab Emirates Emirates NBD Full timeEmirates NBD is a market leader across the MENAT (Middle East, North Africa and Türkiye) region with a presence in 13 countries, serving over 20 million customers. The Emirates NBD Group has a total of 853 branches and 4,213 ATMs / SDMs. Emirates NBD is the leading financial services brand in the UAE with a Brand value of USD 3.89 billion. At the bank, we...
-
Private Banking Acquisition Manager
1 week ago
Dubai, Dubai, United Arab Emirates McGregor Boyall Full timePrivate Banking Acquisition Manager | McGregor Boyall DubaiMcGregor Boyall is a privately owned global recruitment consultancy founded in 1987. We are headquartered in the City of London, with additional offices covering the UK & Europe, the Middle East and North America.As a Private Banking Acquisition Manager, your role is to continually develop the bank's...
-
Private Bank
4 weeks ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timePrivate Bank - Business Risk Officer, AssociateJob Description:Scope: The Business Risk Officer is a key first line of defense within a business line from a service and risk management perspective. Supports the Wealth Management and Private Banking business for Middle East, Global South Asia & Africa The role holder, within the Business Management Team...
-
Private Bank
3 weeks ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timePrivate Bank - Business Risk Officer, AssociateJob Description:Scope: The Business Risk Officer is a key first line of defense within a business line from a service and risk management perspective. Supports the Wealth Management and Private Banking business for Middle East, Global South Asia & Africa The role holder, within the Business Management Team...
-
Relationship Manager- Private Banking
1 week ago
Dubai, Dubai, United Arab Emirates Abu Dhabi Islamic Bank PJSC Full timeRole:Relationship Manager- Private BankingLocation : Abu DhabiRole Purpose:Private banking RM will manage and develop HNWI client portfolio aiming to strongly grow and expand (locally/regionally) the relationship to maintain their satisfaction and increase profitability & return on portfolio.Private banking RM will Identify client needs, liaise & introduce...
-
Private Bank
1 week ago
Dubai, Dubai, United Arab Emirates Deutsche Bank Full timePrivate Bank - Business Risk Officer, Associate:Job ID:R0333668Full/Part-Time:Full-timeRegular/Temporary:RegularListed: Location:DubaiPosition Overview:Scope: The Business Risk Officer is a key first line of defense within a business line from a service and risk management perspective. Supports the Wealth Management and Private Banking business for Middle...
-
Dubai, Dubai, United Arab Emirates PER, Private Equity Recruitment Full timeAbout our client Our client is a prestigious family office-funded investment organisation, renowned for its strategic and innovative investment approaches. They manage a diverse portfolio that spans across multiple asset classes, including private credit. Their team is looking for a talented professional with experience in a private credit fund or...