Job
Description
As a PBE-Onboarding Business Partner at our Private Banking division in Bangalore, you will play a crucial role as the primary liaison for new client onboarding. Your responsibilities will include ensuring that all client submissions for account openings are accurate, complete, and compliant with regulatory standards. This role involves collaborating with stakeholders across Front Office, Operations, Risk, and Compliance to facilitate seamless client onboarding processes. Your success in this position will depend on your ability to coach stakeholders on documentation standards, resolve onboarding-related issues, and ensure adherence to Client Due Diligence, KYC, AML, and Financial Crime compliance policies. Additionally, you will contribute to training initiatives, policy updates, and quality control measures to maintain consistency across global service centers. Key qualifications for this role include experience in Customer Due Diligence (CDD), KYC, and financial crime compliance, along with prior banking operations experience. You should possess a strong understanding of account opening procedures, regulatory requirements, and have hands-on experience working with Front Office, Risk, and Compliance stakeholders. An ability to coach teams on documentation quality and policy interpretation will also be essential. Desirable skill sets include strong interpersonal, communication, and influencing skills, a good understanding of regulatory frameworks such as AML and risk monitoring, experience in Wealth Management or Investment Banking environments, proficiency in Microsoft Office, and a detail-oriented approach to managing multiple stakeholders. In this role, you will assist relationship managers in effectively managing client portfolios and enhancing the client experience. Your responsibilities will include maintaining client information, managing contracts and agreements, preparing reports and presentations, coordinating schedules, processing transactions, and providing support with complex client projects. Additionally, you will be responsible for gathering market insights, analyzing client data, managing communication channels, guiding new customers through account opening procedures, and maintaining client relations while upholding confidentiality and data security protocols. As an Analyst, you are expected to perform activities in a timely manner and to a high standard, driving continuous improvement. You will lead and supervise a team, guide professional development, allocate work requirements, and coordinate resources. Your role may involve influencing decision-making, managing risk, strengthening controls, and collaborating with other functions and business areas. You are also expected to demonstrate the Barclays Values and Mindset, creating an environment for colleagues to thrive and deliver excellent results.,
