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Private Banking Executive

4 weeks ago

dubai, United Arab Emirates Precision Hire Solution Full time
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 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 aspects of administration
Support the team / business in the delivery of its targets and goalsKey AccountabilitiesClient 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 BankerPerformance 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 requirementsProfessional / 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 awarenessRole holder does not provide advice but can give factual information in client communications/interactionsWhere 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 qualificationPersonal 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 workloadThe 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 marketsFast 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 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

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