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.

Join us as an “Analyst – Banker Support, PBWM India FO Extn ” Entrusted in the primary global wealth hubs and corridors, PBWM provide comprehensive specialist investment, banking, lending and wealth advisory services to the world’s most influential individuals and their families; alongside Trusts, Charities and Family Offices. ​Based on a deep understanding of them, their families and businesses, we connect our clients to tailored opportunities and insights from across the Barclays Group.

To be a successful “Analyst – Banker Support, PBWM India FO Extn ” candidate should have an ability to manage key stakeholders and build relationships, both internally and externally.  Will require strong interpersonal skills given requirement and ability to collaborate and work cohesively with colleagues across businesses globally. Ability to influence decisions, negotiate, motivate and challenge stakeholders at all levels in the bank. Ability to foresee issues, devise and implement solutions independently and proactively, managing expectations accordingly.

You may be assessed on the key critical skills relevant for success role To support Private Bank & Wealth Management business with day-to-day processing, reviewing, reporting through technical expertise. Monitoring the business KPIs, reporting metrices to ensure that they are timely reported to senior leadership. Identification of areas for improvement and providing recommendations for change in the processes. Development and implementation of data insights, MIS, intelligence, development of reports and presentations on performance and communicate findings to internal stakeholders.

Basic/ Essential Qualifications:

·       Provide business development intelligence by leveraging desktop research and market tools.

·       Conduct market, geographical and financial research as well as ad-hoc research for pitch decks, client meetings to inform the PBWM sales teams of latest market developments.

·       Create benchmarks based on accounting & financial concepts to deliver insightful analysis to the key business stakeholders to drive new business activity.

·       Enhance the conversion of sales pitches into actual deals and customer acquisition, i.e. drive wallet share and new business activity.

·       Liaise with key business stakeholders to ensure a clear understanding of the value derived from the analysis and improvement areas.

·       Support with the deep-dive analysis and suggestion on the client portfolios.

·       Ensure strong governance, financial discipline, and adherence to control frameworks across the business.

·       Support standardisation, process improvement, and scalable, data-driven ways of working.

·       Partner to deliver consistent, insight-led business outcomes.

Desirable skillsets/ good to have:

·       Ability to process, synthesize and execute large data sets into actionable insights.

·       Experience of devising, executing business strategy broadly at client and business level.

·       Significant Private Bank & Wealth Management industry experience.

·       Ability to contribute effectively when working with senior colleagues across the business.

·       Must be able to execute at speed, under pressure and with absolute accuracy.

·       Strong influencing and stakeholder management skills, at all levels, external and internal.

·       Strong planning, organization, and co-ordination skills.

·       Ability to deal with highly confidential and market sensitive information.

·       Creative, proactive, analytical, self-starting mindset and ability to move with pace and enthusiasm.

·       Excellent written, analytical and presentation skills – advanced use of PowerPoint and Excel.

This role will be based out of DLF Downtown, Gurugram.