Onboarding Relationship Manager-AVP

Additional Job Description

Embark on an exciting opportunity as a member of the Onboarding relationship Management team, where you’ll play a pivot role in providing support to bring clients from the respective trading entities on board in an efficient, reliable and controlled manner, minimizing impacts to clients and ensuring they are provided with a Best-In-Class Onboarding service. The team is responsible for all activity relating to the On-Boarding of clients on behalf of the Barclays Corporate and Investment Banking businesses in Asia Pacific namely Hong Kong, China, Singapore, Japan, Australia and India. In this role, you will be responsible for ensuring Front office partners/ Clients are provided with an efficient, timely onboarding process whilst delivering a best-in-class service to both internal and external stakeholders

Essential Skills/Basic Qualifications:

• Bachelor’s Degree or four years’ equivalent work experience in the Onboarding, KYC, Regulatory area.
• Work or internship experience in Financial Services or client facing/client service
• Excellent written and verbal communication skills.
• Ability to multi-task and manage heavy volumes of work and prioritize accordingly.
• Energetic “Can Do” Attitude who must act on own initiative - Proactive and positive attitude and desire to make a difference.
• Desire to work in a team environment and collaborate with global team in order to complete goals and be self-motivated and highly engaged with a willingness to accept obstacles and work with tight deadlines.

Desirable Skills/Preferred Qualifications:

• Increase depth of knowledge in AML/KYC, Product, Regulatory, Credit, Legal, Ops and Tech Infrastructure, enabling the ability to challenge inefficiencies along the ETE journey and promote/influence improvement areas.
• Strong analytical skills and detail oriented, with Strong Microsoft Office Skills (Outlook, Excel).

Purpose of the role

To support Wholesale Onboarding with day-to-day processing, reviewing, reporting, and issue resolution. 

Accountabilities

• Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution.
• Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy.
• Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes.
• Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes.
• Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Wholesale Onboarding.
• Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.