Job Description
Job Title: PBE
Location: Delhi
About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our 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 our service company which provides technology, operations and functional services across the Group.
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.
Working Flexibly
We re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers and clients needs. Whether you have family commitments or you re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life.
If you would like some flexibility, then please discuss this with the hiring manager.
Hybrid Working
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally are able to request work patterns to reflect their personal circumstances These requests will be reviewed and agreed for a period of time i.e., will have a start and end date.
Please discuss the detail of the working pattern options for the role with the hiring manager.
Introduction:
The role holder supports Private Bankers in acquiring, servicing and retaining clients. They play a key role in delivery of overall business objectives and delivery of its targets and goals. They will provide exceptional service to clients, building trusted relationships, and be a key point of contact for all day-to-day operational matters. They will lead all aspects of client related administration.
What will you be doing
60-70% Client Servicing
The role holder 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.
They will be required to respond 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.
Role holder must ensure master record is updated with all latest client data, requests and reports, as well as perform daily monitoring, operations and transactions on clients' accounts in accordance will all corporate policies, procedures and internal/external regulatory requirements.
Role holder assists the Private Banker(s) in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), drafting of letters and other documentation, and production of annual client reviews all overseen and signed-off by the Private Banker. At all times role holder keeps Private Banker(s) fully informed of interactions with clients and shares any insights gained through client servicing. They will be sure to route clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified
30-40% Sales Support
The role holder will organise and support Bankers preparations for successful client engagement; e.g. by preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc. They will also on occasion attend client meetings and events when appropriate to establish strong and enduring working relationships.
The role holder will support and monitor relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times. They will ensure quality, accurate and timely execution of all client and administrative items, daily operations and transactions on clients' accounts, and reporting of all risk events and complaints.
The role holder will act as the key contact point for clients dealing with day-to-day administration in relation to a range of services and products and acts as liaison between Private Banker and specialist product areas, e.g. Investments, Credit, Banking, Fiduciary, etc. to ensure the smooth operation of all services.
The role holder will handle incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients. They will address and solve clients' administration inquiries in order to provide high quality personalised service.
The role holder will maintain an up to date working knowledge of the markets, economic position, Barclays research view and product set thus being able to provide a view of these to the Private Banker.
Governance and Control
The role holder will:
Ensure compliance with the Bank s policy and standards of client service, regulatory compliance requirements, front-office procedures, AML/KYC requirements, product delivery and operating model.
Key clients (internal and external)
Internal Key Clients will include Private Banker and Line Manager.
The role holder will also be primarily responsible for servicing the needs of a portfolio of HNW/UHNW external clients.
What we re looking for:
A successful candidate will have sound knowledge of investments and banking related operational procedures, plus lending and understanding of security requirements in a similar capacity. The ideal candidate will also have an understanding of risk and control frameworks and procedures. It is also preferred that the incumbent has experience in wealth management related systems.
The right candidate should preferably have a professional diploma or degree in finance or banking preferred or CA but not essential.
Skills that will help you in the role:
A successful candidate should be fluent in English
The ideal candidate will be naturally positive and self-motivated. She/He will thrive in an environment where they can use their initiative to reach both personal and professional goals, and demonstrate interest in financial markets.
The right candidate will also have the ability to clearly present complex information both written and orally, as well as possess the strong aptitude for problem solving using a rational approach, and ability to prioritise, organise and multi-task with ease.
The ideal candidate should be adaptable to working under pressure with a heavy workload
Where will you be working
Delhi
Be More at Barclays
At Barclays, each day is about being more as a professional, and as a person. Be More @ Barclays represents our core promise to all current and future employees. It s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are redefining the future of finance. Be More Impactful by having the opportunity to work on cutting-edge projects, and Be More Valued for who you are.
Interested and want to know more about Barclays Visit home.barclays/who-we-are/ for more details.
Purpose, Values and Mindset
We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.
Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.
Respect
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.
Integrity
We operate with honesty, transparency and fairness in all we do.
Service
We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.
Excellence
We champion innovation, and use our energy, expertise and resources to make a positive difference.
Stewardship
We prize sustainability, and are passionate about leaving things better than we found them.
Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.
Location: Delhi
About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our 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 our service company which provides technology, operations and functional services across the Group.
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.
Working Flexibly
We re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers and clients needs. Whether you have family commitments or you re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life.
If you would like some flexibility, then please discuss this with the hiring manager.
Hybrid Working
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally are able to request work patterns to reflect their personal circumstances These requests will be reviewed and agreed for a period of time i.e., will have a start and end date.
Please discuss the detail of the working pattern options for the role with the hiring manager.
Introduction:
The role holder supports Private Bankers in acquiring, servicing and retaining clients. They play a key role in delivery of overall business objectives and delivery of its targets and goals. They will provide exceptional service to clients, building trusted relationships, and be a key point of contact for all day-to-day operational matters. They will lead all aspects of client related administration.
What will you be doing
60-70% Client Servicing
The role holder 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.
They will be required to respond 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.
Role holder must ensure master record is updated with all latest client data, requests and reports, as well as perform daily monitoring, operations and transactions on clients' accounts in accordance will all corporate policies, procedures and internal/external regulatory requirements.
Role holder assists the Private Banker(s) in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), drafting of letters and other documentation, and production of annual client reviews all overseen and signed-off by the Private Banker. At all times role holder keeps Private Banker(s) fully informed of interactions with clients and shares any insights gained through client servicing. They will be sure to route clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified
30-40% Sales Support
The role holder will organise and support Bankers preparations for successful client engagement; e.g. by preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc. They will also on occasion attend client meetings and events when appropriate to establish strong and enduring working relationships.
The role holder will support and monitor relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times. They will ensure quality, accurate and timely execution of all client and administrative items, daily operations and transactions on clients' accounts, and reporting of all risk events and complaints.
The role holder will act as the key contact point for clients dealing with day-to-day administration in relation to a range of services and products and acts as liaison between Private Banker and specialist product areas, e.g. Investments, Credit, Banking, Fiduciary, etc. to ensure the smooth operation of all services.
The role holder will handle incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients. They will address and solve clients' administration inquiries in order to provide high quality personalised service.
The role holder will maintain an up to date working knowledge of the markets, economic position, Barclays research view and product set thus being able to provide a view of these to the Private Banker.
Governance and Control
The role holder will:
Ensure compliance with the Bank s policy and standards of client service, regulatory compliance requirements, front-office procedures, AML/KYC requirements, product delivery and operating model.
Key clients (internal and external)
Internal Key Clients will include Private Banker and Line Manager.
The role holder will also be primarily responsible for servicing the needs of a portfolio of HNW/UHNW external clients.
What we re looking for:
A successful candidate will have sound knowledge of investments and banking related operational procedures, plus lending and understanding of security requirements in a similar capacity. The ideal candidate will also have an understanding of risk and control frameworks and procedures. It is also preferred that the incumbent has experience in wealth management related systems.
The right candidate should preferably have a professional diploma or degree in finance or banking preferred or CA but not essential.
Skills that will help you in the role:
A successful candidate should be fluent in English
The ideal candidate will be naturally positive and self-motivated. She/He will thrive in an environment where they can use their initiative to reach both personal and professional goals, and demonstrate interest in financial markets.
The right candidate will also have the ability to clearly present complex information both written and orally, as well as possess the strong aptitude for problem solving using a rational approach, and ability to prioritise, organise and multi-task with ease.
The ideal candidate should be adaptable to working under pressure with a heavy workload
Where will you be working
Delhi
Be More at Barclays
At Barclays, each day is about being more as a professional, and as a person. Be More @ Barclays represents our core promise to all current and future employees. It s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are redefining the future of finance. Be More Impactful by having the opportunity to work on cutting-edge projects, and Be More Valued for who you are.
Interested and want to know more about Barclays Visit home.barclays/who-we-are/ for more details.
Purpose, Values and Mindset
We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.
Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.
Respect
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.
Integrity
We operate with honesty, transparency and fairness in all we do.
Service
We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.
Excellence
We champion innovation, and use our energy, expertise and resources to make a positive difference.
Stewardship
We prize sustainability, and are passionate about leaving things better than we found them.
Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.
💡 Quick Summary
Seeking a career-building opportunity? The pbe position is now open for candidates interested in the Bank Jobs sector. This role in Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
