Assistant Vice President - Private Banker

7 - 11 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As an Assistant Vice President at Barclays Private Bank in Delhi, your main purpose will be to support relationship managers in managing client portfolios and enhancing the client experience. You will have the opportunity to work closely with a team of specialists and contribute to the high growth business by providing personalized services and creative solutions to UHNWIs and Family Offices. Key Responsibilities: - Maintain client information, manage contracts and agreements, and prepare reports, presentations, and other materials. - Coordinate schedules for relationship managers and clients to ensure efficient time management and smooth communication. - Process transactions, manage expense reports, and handle routine requests to free up the relationship manager's time for strategic activities. - Gather information on relevant market trends, competitor offerings, and industry news to support relationship managers in providing informed advice and tailored solutions. - Analyze client data, prepare reports on portfolio performance, and provide insights to inform portfolio adjustments and client recommendations. - Manage inbound and outbound communication through phone, email, and other channels, relaying important information and responding to client inquiries. - Support relationship managers with planning, tracking, and executing complex client projects by managing timelines and resources, identifying potential issues, summarizing client portfolios, and proactively communicating updates and opportunities. - Guide new customers through account opening procedures, explain account terms and conditions, and help set up online access and other services. - Maintain client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, and fees. - Ensure confidentiality and security of client data by following strict data security protocols and ethical practices. Qualification Required: - Educated to Degree level - Appropriate regulatory qualifications - Fluent in English and Hindi - Fluency in other Indian languages is an added advantage - Excellent interpersonal and communication skills - Entrepreneurial spirit with a collegiate approach - Ability to embrace challenges and work in an evolving environment - Rapid assimilation of new information and application of knowledge as appropriate Company Details: Barclays Private Bank strives to provide tailored solutions for diverse clients through an international network of specialists. With offices in various financial hotspots globally, the Private Bank supports UHNWIs and Family Offices with banking, investment, and credit needs, offering a fully bespoke service. The business is focused on delivering high-touch personal services and creative client solutions with access to the Corporate and Investment Bank, making it a high-growth environment. (Note: The information provided in the job description has been summarized and structured as per the given instructions),

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Barclays logo
Barclays

Financial Services

London

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