Private Banking Executive
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Key skills for this role
About the Role
Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client info.
Key Skills for This Role
Responsibilities
- Maintain client information, manage contracts and agreements, prepare reports and presentations
- Coordinate schedules for relationship managers and clients
- Process transactions, manage expense reports, and handle routine requests
- Gather information on market trends, competitor offerings, and industry news
- Analyze client data, prepare reports on portfolio performance
- Manage inbound and outbound communication, respond to client inquiries
- Support clients with everyday product and services tasks
- Guide new customers through account opening procedures
- Resolve customer concerns and inquiries
- Maintain confidentiality and security of client data
Requirements
- Excellent customer service skills
- Strong sense of organisation
- Great communication abilities
- Fast learner, comfortable working across different systems
- Team player with proactive, positive attitude
- Interest in financial markets and commercial mindset
Full Job Posting
Purpose of the Role
- To assist relationship managers to effectively manage their client portfolios and optimise the client experience.
Accountabilities
- Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
- Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
- Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
- Information gathering on relevant market trends, competitor offerings, and industry news.
- Analysis of client data, preparation of reports on portfolio performance, and provision of insights.
- Management of inbound and outbound communication through phone, email, and other channels.
- Provision of support to relationship managers with planning, tracking and execution of complex client projects.
- Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support.
- Guidance to new customers through account opening procedures.
- Management and maintenance of client relations by resolving various customer concerns and inquiries.
- Maintenance of confidentiality and security of client data.
Analyst Expectations
- To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
- Requires in depth technical knowledge and experience in their assigned area of expertise.
- Thorough understanding of the underlying principles and concepts within the area of expertise.
- They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
- Demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship.
- Demonstrate the Barclays Mindset to Empower, Challenge and Drive.
What You Will Be Doing
- Client servicing is an important part of the role. You'll look after a portfolio of clients, managing everything from payments and credit submissions to onboarding and data maintenance.
- You'll own tasks end to end, coordinate with operations and internal teams, and ensure all client requests are handled professionally, accurately, and on time.
- You'll also keep Bankers fully informed of all client interactions and flag any emerging opportunities or needs.
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