Overall purpose of role
- Supports Private Bankers in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients
- Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services
- Liaises directly with clients in relation to their non advice requirements and will be required to interpret and manage high value and highly complex books as well as understand complex financial structures and products
- Is a technical specialist/champion in one of the banking fields such as on-boarding or credit
- Assists PBE population with technical queries and complex cases
- When required, assists PBE Managers for ad hoc projects and in terms of being a Go To person
- Supports the team/business in the delivery of its targets and goals
Key Accountabilities
60-70% Sales Support
- Supports Private Bankers to develop sales pitches and identify target clients for particular products
- Supports Private Banker in managing their client portfolio through analysing client book to for example: identify and re-home low value / low potential clients, identify clients with substantial cash balances, recognise specific client needs and the opportunity they present
- Organises and supports Bankers’ preparations for client success, for example, preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc
- Attends client meetings and events to establish strong and enduring working relationships
- Maintains an up to date working knowledge of the markets, economic position, BW research view and product set thus being able to provide a view of these to their Bankers
- Develops a sales strategy jointly with the Bankers to exceed performance targets
10-20% Specialist Team Support
- Excellent overall knowledge of BarSuisse information systems
- Supports team with technical queries and complex cases in relation to field of expertise (such as on-boarding or credit)
- Gathers feedback/issues, raise them to the PBE managers or in the champion forums
- Provides additional ad hoc training and actively share knowledge across the PBE population to ensure best practice is adhered to
- Works on ad hoc projects and assists with the implementation and development of policies, procedures and systems
- Actively makes suggestions for process improvements and leads in the implementation
- Escalates breaches of policies/procedures appropriately
- When required, assists PBE Managers in managing PBE resource/workflow, interviewing new PBEs, training, mentoring and development
10-20% Client Servicing
- 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 onboarding and client data maintenance.
- Responds 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.
- Maintains the system record of client requests, situation, events, and reports
- Performs daily operations and transactions on clients’ accounts.
- Complies with all corporate policies, front office procedures, regulatory and internal/external audit requirements and managing risk and control
- Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements
- Keeps Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified
- Assists Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker
- Stakeholder Management and Leadership
- Help / Support the PBE population with technical queries and complex cases
- Assists PBE Managers in managing PBE resource/workflow, interviewing new PBEs, training, mentoring and development
- Supports Private Bankers in managing their client portfolio through analysing client book to for example: identify and re-home low value / low potential clients, identify clients with substantial cash balances, recognise specific client needs and the opportunity they present
- 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 onboarding and client data maintenance.
Decision-making and Problem Solving
- Strong knowledge of banking and operational procedures, plus lending and understanding of collateral requirements, understanding of markets and regulatory awareness
- Strong understanding of Bank’s products and services of the Barclays Group
- Is a technical specialist/champion in one of the banking fields such as on-boarding or credit
Risk and Control Objective
- Fully embrace the risk management agenda and be able to demonstrate that all activity is conducted in accordance with all policies, procedures & frameworks
- Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements. Proactively support banker to ensure a green Balance Scorecard
- Understand the relevant risk and controls that apply to the jurisdictions and platforms where you have clients
- Pro actively recommend and implement ways to avoid and eliminate risk within the team / others within the business. Apply lessons learned from near misses, risk events and sundry losses
- Work closely with Line Manager and BCG to ensure they are competent and conversant to the highest standards in all processes
Person Specification
- Arabic Speaking
- Excellent customer service skills & sensitivity to the needs and profile of high net worth clients
- Positive and self motivated
- Excellent ability to plan and organise work and set priorities, and to multi-task
- Good interpersonal skills and adopts a team focus
- Good influencing and negotiating skills
- The ability to make clear presentation of information both written and orally
- Effective listening and communication skills
- Ability to work under pressure with a heavy workload
- The ability to solve problems using a rational approach with a strong ownership of problems
- Team Player
- Possesses integrity
- Possesses a technical and commercial approach to tasks.
- Possesses the initiative to think things through and the prudence to refer
- Interest in financial markets
- Fast learner, with experience of becoming familiar with new IT systems quickly and accurately
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.
Purpose and Values
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.
Empower
Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.
Challenge
Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.
Drive
Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.