Private Banking Executive

Date live:
07/03/2025 Business Area:
Private Bank Asia Area of Expertise:
Relationship Management Contract:
Permanent Reference Code:
JR-0000057013 Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs. See your commute Join us as a Private Banking Executive at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To provide data-led expert oversight and check and challenge on business and compliance matters to evidence that the organization is operating in a compliance with Barclays legal, regulatory and ethical responsibilities. You may be assessed on the key critical skills which are relevant for success in role, such as experience with banking & investments, as well as job-specific skillsets. To be success as a Private Banking Executive, you must have skill as below: Sound knowledge of investments and banking related operational procedures, plus lending and understanding of security requirements in a similar capacity. The ideal candidate will also have an understanding of risk and control frameworks and procedures. It is also preferred that the incumbent has experience in wealth management related systems. The right candidate should preferably have a professional diploma or degree in finance or banking preferred or CA but not essential Should be fluent in English The ideal candidate will be naturally positive and self-motivated. She/He will thrive in an environment where they can use their initiative to reach both personal and professional goals, and demonstrate interest in financial markets Location: New Delhi, India
Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials. Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication. Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. 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. (Opens in new tab or window) (Opens in new tab or window) (Opens in new tab or window) Reasonable adjustment Our purpose Equal opportunities Right to work statement Learn more about Barclays locations Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment. Health and wellness A place where you can belong Collaborative Areas More than work Be you. Be valued. Belong. We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success. You can learn more about our commitment to our colleague on our Inclusion and Opportunities page. Learn more Application Process Your application We’ll ask for information about you, your CV and cover letter. 1 Your assessment Covering your behaviours and ability at work. 2 Your interview Exploring your past experiences and skills. 3 Next step We’ll request additional information so that you can complete our screening process 4 Working flexibly We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business. If you'd like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team. Hybrid working We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business. Barclays is built on an international scale. Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience. And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.