Pbe Support

Barclays

Mumbai, India
Client information maintenance
Contract and agreement management
Report and presentation preparation
Assist relationship managers to effectively manage their client portfolios and optimise the client experience

Job Summary

  • Assist relationship managers to effectively manage their client portfolios and optimise the client experience.
  • Support Private Banking Executives by completing documentation and internal requirements for periodic reviews, onboarding, and maintenance activities.
  • Conduct thorough client due diligence, including verifying customer identity, assessing documentation, and ensuring alignment with regulatory and internal policies.

Matching Summary

Assist relationship managers to effectively manage their client portfolios and optimise the client experience.

Skills & Requirements

Must-have

  • Client information maintenance
  • Contract and agreement management
  • Report and presentation preparation
  • Schedule coordination
  • Transaction processing
  • Expense report management
  • Routine request handling
  • Market trend information gathering
  • Client data analysis
  • Portfolio performance reporting
  • Inbound/outbound communication management
  • Client project support
  • Client product and service support
  • Account opening guidance
  • Client relations management
  • Data security protocols
  • KYC/AML regulatory standards
  • English fluency spoken and written
  • Strong analytical thinking
  • Problem-solving skills
  • Organisational skills
  • Prioritisation and multitasking
  • Working under pressure
  • Handling tight deadlines

Nice-to-have

  • Continuous improvement drive
  • Positive self-motivated approach
  • Collaboration with senior stakeholders
  • Communicating complex information
  • Interest in financial markets
  • Flexibility and resilience
  • Understanding of investment products
  • Familiarity with account opening documentation

Key Requirements

  • In-depth technical knowledge and experience
  • Thorough understanding of underlying principles
  • Develop technical expertise in work area
  • Impact on work of related teams
  • Partner with other functions
  • Responsibility for end results
  • Escalate breaches of policies
  • Embed new policies/procedures
  • Advise and influence decision making
  • Manage risk and strengthen controls
  • Deliver work in line with rules
  • Understand sub-function integration
  • Demonstrate understanding of organisational objectives
  • Make evaluative judgements
  • Resolve problems using acquired experience
  • Guide and persuade team members
  • Communicate complex/sensitive information
  • Act as contact point for stakeholders
  • Build network of contacts
  • Accuracy and completeness of due diligence
  • Ability to meet onboarding timelines
  • Effectiveness in identifying risks
  • Consistency in maintaining compliance

Work Rights

Not specified

Tailored Resume

Cover Letter