The role holder will assist the Private Banker in acquiring, servicing and retaining clients to deliver overall business goals. He/She becomes a key point of contact for the client for day-to-day operational matters, supports the Private Banker in marketing WIM products to clients and supports the Pod/team/business in the delivery of its targets and goals.
Private Banking Assistant (Portuguese and Spanish speaking)
Core accountabilities
(1) 60-70% Client Administration
The role holder will assist Private Bankers in management of day-today administration on client relationships including attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.
The ideal candidate will respond in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and GR&I to ensure delivery, resolve issues and reduce / remove errors.
The role holder has a good overall knowledge of Barclays information systems, will assist Private Bankers in ensuring adherence to the Global KYC policy and complying with all regulatory and Barclays requirements/procedures/controls and recognizing/managing risk.
The successful candidate will identify opportunities to improve current procedures and ways of working to the benefit of our clients and along with aiding in the implementation of the change.
The role holder will support the Banker’s preparations for client success, for example, preparing a full client brief in advance of a meeting; researching a prospect; identifying relevant newspaper articles etc.
(2) 30-40% Day-to-day client contact – Sales Support
The role holder supports and monitors relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times. The ideal candidate ensures quality, accurate and timely execution of all client and administrative items and reporting of all risk events and complaints. He/She will act as the key contact point for clients dealing with day-to-day administration across the range of services and products.
The role holder acts as liaison between Private Banker and specialist product areas, e.g. Investment Management, Credit, Fiduciary, etc. to ensure the smooth operation of all services, e.g.
s Handles incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients.
s Prepares letters and ad-hoc reports for clients and drafts letters for Private Bankers.
s Addresses and solves clients’ administration inquiries in order to provide high quality personalised service.
s Performs daily operations and transactions on clients’ accounts.
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.
Performance measures
Client satisfaction / feedback, Banker satisfaction (e.g. responsiveness and positive attitude), Pod performance versus targets and adherence to procedures and risk and control framework (judged via directly attributable complaints, risk events or sundry losses, overdue annual reviews / credit reviews / quality of case file preparation).
Role requirements
Professional/technical experience
The role holder has knowledge of regulatory issues/WIM procedures and sound knowledge of banking and operational procedures, plus lending and understanding of security requirements.
The ideal candidate has relevant experience (client facing) in a PBE role or similar industry, as well as astrong investment, fiduciary and banking product knowledge.
The successful candidate will be able to demonstrate up to date knowledge of relevant changes in the marketplace, products, legislation and regulation and understands the implications to the role (e.g. anti-money laundering & KYC). Also able to demonstrate integrity and adherence to compliance policies and procedures.
Finally, the role holder needs to have strong PC skills (Word, Excel, Power point).
Academic and professional qualifications
Degree qualification is preferable.
Personal attributes
The role holder possesses Integrity, is positive and self motivated, has good interpersonal skills and adopts a team focus.
The ideal candidate has excellent ability to plan and organise work and set priorities, and to multi-task; has the ability to make clear presentation of information both written and oral, to solve problems using a rational approach and has effective listening and communication skills.
The role holder has interest in financial markets, has the ability to work under pressure with a heavy workload, has excellent customer service skills & sensitivity to the needs and profile of high net worth clients.
The successful candidate is a team Player, possesses a commercial approach to tasks and the initiative to think things through and the prudence to refer.
Fonte: jobup.ch
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