Private Banking Executive

Job description

Job Description Purpose Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations. Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit & digital solutions. Work closely with Operations and other support functions to deliver positive outcomes for clients. Accountabilities Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times Responsible for all aspects of clients servicing and service engagement plans. To include leading client service review visits to support and improve client experience Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction. Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities 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. Private Banking Executive | Barclays | Dublin As a Barclays Private Banking Executive, you will play a key role in acquiring, servicing, and retaining clients to help achieve overall business objectives. You will act as a primary point of contact for clients on day-to-day operational matters, supporting the Private Banker in marketing products and ensuring a high standard of client service. Your contribution will directly support the delivery of the business’s targets and goals. You will work closely with a variety of stakeholders, including: the Private Banker, external clients, clients’ offices or authorised third parties, internal support teams, internal advisory teams (such as Compliance, Financial Crime, and Chief Controls Office), as well as Senior Management within Private Banking and Business Delivery & Control. Success in this role requires exceptional attention to detail and strong interpersonal skills, enabling you to adapt communication effectively to suit different audiences. This role has no direct leadership responsibilities. Essential Skills/Basic Qualifications: • APA/QFA Qualified or a commitment to achieving this qualification within the agreed timeframe. • Experience of international Private Banking risk and control frameworks and procedures. • Experience of regulatory issues/PB procedures, investment, fiduciary, and banking product knowledge. • Client-facing experience in a PBE role or similar industry role, onboarding clients and operational procedures, plus lending, FX, and understanding of security requirements. • Demonstrate up-to-date knowledge of relevant changes in the marketplace, products, legislation, and regulation, and understand the implications to the role (e.g. anti-money laundering, Client Due Diligence & KYC). The ideal candidate will also be able to demonstrate integrity and adherence to compliance policies and procedures. Desirable Skills/Preferred Qualifications: • Fluency in Italian would be a plus. • Degree qualification preferred but not mandatory. • Positive and self-motivated attitude. • Strong interpersonal skills with a team-focused approach. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in Dublin. This role is deemed as a Controlled Function role under the Central Bank of Ireland Fitness and Probity Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Entry Salary: €47,000.00 Upper Salary: €56,500.00 The entry and upper salary information above includes only annual full-time equivalent base salary and represents the typical range of pay for the role. The actual pay rate will reflect the responsibility level of the role and experience level of the individual. The entry and upper salary information does not include any other type of compensation or benefits that may be available. Barclays employees are also eligible for a suite of competitive country-specific benefits. This position is eligible for an incentive award.