PBE Support

Join us as PBE Support where you will support Private Bankers in acquiring, servicing and retaining clients as well as supporting the service managers in complying with the internal processes and activities like completing periodic reviews, generating statements and coordination with internal teams. 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 (Internal as well as external), building trusted relationships, and be a key point of contact for day-to-day operational matters. They will lead all aspects of client related administration.

To be successful in this role, you should:

• Support PBE team by managing internal process requirements like completing periodic reviews, assisting with on-boarding and maintenance activities like updating of change in contact details/any other related parties etc
• The role holder will organise and support Bankers’/Service managers’ 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 may 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 and PBE 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 handle incoming mail, 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.

Stakeholder Management and Leadership

The role holder must have the ability to work effectively with Barclays internal and external stakeholders such as top management, legal, compliance and technology at all levels. He/she must also understand the expectations of all stakeholder groups and individuals and put measures in place to monitor against stakeholder expectations and formally review these with stakeholders to ensure their requirements are met.

Decision-making and Problem Solving

The role holder must:

• Evaluate circumstances, consider alternatives and weigh pros and cons before making decisions
• Use critical-thinking skills to reach objective conclusions.
• Be able to make decisions under pressure.
• Opt for a “problem-solving” attitude, as opposed to a “that’s not my job” approach.
• Help teams overcome obstacles.

Essential Skills/Basic Qualifications:

• 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

Desirable skills/Preferred Qualifications:

• Knowledge of emerging technologies and their applications.
• Good understanding of Investment Products and Security Market Operations

You may be assessed on the key critical skills relevant for success in role, such as:

• Having 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.

Job location is Mumbai.

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 to support the relationship manager in providing informed advice and tailored solutions.
• Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
• Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
• Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
• Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
• Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
• Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
• Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

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.
• 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 develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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.