Private Banking Executive job – Barclays – Dubai
Barclays is a transatlantic shopper, company and funding financial institution providing services throughout non-public, company and funding banking, bank cards and wealth control, with a robust presence in our two house markets of the United Kingdom and the USA. Our objective is to turn into the financial institution of selection by way of offering awesome products and services to shoppers and shoppers and supporting our stakeholders by way of a commercially a hit trade that generates lengthy-time period sustainable returns.
Our two obviously outlined divisions, Barclays UK and Barclays International, supply diversification by way of trade line, geography and buyer, improving monetary resilience and serving to to give a contribution to the supply of constant returns throughout the trade cycle. We have a robust core trade with thrilling potentialities, smartly located to ship lengthy-time period worth for our shareholders.
Consistent with the target of handing over lengthy-time period sustainable worth for all our stakeholders, we now have evolved our Shared Growth Ambition – our strategy to citizenship and the sustainability of the trade fashion we function. The intention is to make selections and do trade that gives our shoppers and shoppers, and the communities which we serve, with get right of entry to to a wealthy long run.
The supply of our technique is underpinned by way of the power, dedication and keenness of our folks, and we’re transparent on our not unusual goal: to lend a hand folks reach their ambitions, in the fitting means.
Overall goal of position
- Support the Head of Private Banking in obtaining, servicing and protecting shoppers and within the advent of putting up with, deep and depended on relationships with our shoppers
- Provides outstanding provider to the Banker’s shoppers and be a major level of touch for all day-to-day issues throughout services
- Complete the duties associated with all sides of management
- Support the crew / trade within the supply of its goals and objectives
Client servicing 60-70%
- Acts as the important thing level of touch for a portfolio of shoppers coping with day-to-day management around the vary of products and services and merchandise which incorporates bills processing, credit score circumstances submissions, consumer on-boarding and consumer knowledge repairs.
- Responds in a well timed means to consumer requests, proudly owning activity execution finish to finish, operating professional-actively with Operations and quite a lot of departments to make sure supply, get to the bottom of problems and scale back/take away mistakes.
- Maintains the machine report of consumer requests, scenario, occasions, and studies
- Performs day-to-day operations and transactions on shoppers’ accounts.
- Complies with all company insurance policies, entrance place of work procedures, regulatory and interior/exterior audit necessities and managing possibility and keep an eye on
- Assists Private Bankers in making sure adherence to regulatory and Wealth necessities
- Keeps Private Bankers utterly knowledgeable of interactions with shoppers and proportion any insights won via consumer servicing, routing shoppers to bankers when dialog strikes towards giving recommendation or when a gross sales alternative is known
- Assists the Private Bankers in management and control of consumer relationships together with attending conferences (to watch/take notes), preparation of CRM notes, drafting of letters and different documentation, annual consumer opinions all overseen and signed-off by way of the Private Banker.
Sales improve 30-40%
- Supports Private Bankers to increase gross sales pitches and determine goal shoppers for explicit merchandise
- Supports the Private Banker in managing their consumer portfolio via analysing consumer guide to for instance: determine and re-house low worth / low possible shoppers, determine shoppers with considerable money balances, recognise particular consumer wishes and the chance they provide
- Organises and helps Bankers’ arrangements for consumer luck, for instance, making ready a complete consumer temporary prematurely of a gathering; researching a prospect; making ready related documentation and so on
- Attends consumer conferences and occasions to determine robust and enduring operating relationships
- Maintains an up to the moment operating wisdom of the markets, financial place, BW analysis view and product set and is in a position to supply a view of those to the Private Banker
Ø Client pride / comments
Ø Banker/crew/PBE Manager pride (e.g. responsiveness and certain perspective)
Ø Attendance at common boards
Ø Adherence to procedures and possibility and keep an eye on framework (judged by way of at once attributable court cases, possibility occasions or sundry losses, late annual opinions / credit score opinions / high quality of case document preparation)
Ø Demonstration of Barclays values (Respect, Integrity, Service, Excellence, Stewardship)
Professional / technical revel in
Ø Previous revel in in a consumer going through position
Ø Good wisdom of banking and operational procedures, plus lending and figuring out of collateral necessities, figuring out of markets and regulatory consciousness
Ø Role holder does now not supply recommendation however can provide factual data in consumer communications/interactions
Ø Where position holder prepares consumer letters and identical advisory documentation for a Private Banker, the Private Banker will at all times overview and signal the documentation and take duty.
Ø Strong PC abilities (Word, Excel, Power level)
Ø Good figuring out of the Bank’s services of the Barclays Group
Ø Good funding, fiduciary and banking product wisdom
Ø Degree qualification
Ø Excellent customer support abilities & sensitivity to the wishes and profile of top internet price shoppers
Ø Positive and self motivated
Ø Excellent skill to devise and organise paintings and set priorities, and to multi-activity
Ø Good interpersonal abilities and adopts a crew center of attention
Ø Good influencing and negotiating abilities
Ø The skill to shed light on presentation of data each written and orally
Ø Effective listening and communique abilities
Ø Ability to paintings beneath force with a heavy workload
Ø The skill to unravel issues the usage of a rational way with a robust possession of issues
Ø Team Player
Ø Possesses integrity
Ø Possesses a technical and business strategy to duties.
Ø Possesses the initiative to suppose issues via and the prudence to refer
Ø Interest in monetary markets
Ø Fast learner, with revel in of turning into acquainted with new IT methods briefly and as it should be
Risk and Control Objective
Ensure that each one actions and tasks are performed in complete compliance with regulatory necessities, Enterprise Wide Risk Management Framework and interior Barclays Policies and Policy Standards
Role Profile Attestation
The content material of this position profile is related for the position in query.