AVP Private Banking Executive

Role Overview: As an Assistant Vice President at Barclays Private Bank, your primary responsibility will be to assist relationship managers in effectively managing their client portfolios and optimizing the client experience. This role will require you to handle various accountabilities such as maintaining client information, managing contracts and agreements, preparing reports and presentations, coordinating schedules, processing transactions, analyzing client data, and managing communication with clients through various channels. 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. - 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, relay important information, and respond to client inquiries. - Support relationship managers with planning, tracking, and executing complex client projects, 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 set up online access and other services. - Maintain client relations by resolving customer concerns and inquiries related to account balances, statements, transactions, and fees while upholding confidentiality and security of client data through strict protocols. Qualifications 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 adapt to an evolving environment - Rapid assimilation of new information and application of knowledge as appropriate About the Company: Barclays Private Bank strives to provide tailored solutions for diverse clients through an international network of specialists. With offices in various financial hotspots worldwide, the Private Bank offers high touch personal services and creative client solutions to UHNWIs and Family Offices. The business is focused on delivering bespoke services with access to the Corporate and Investment Bank, making it a high-growth and client-centric organization. (Note: Additional details about the company were not provided in the job description.),