Pbe Support

Barclays

New Delhi, India
Client information management
Transaction processing
Client communication management
Support Private Banking Executives by completing documentation and internal requirements for periodic reviews, onboarding, and maintenance activities such as updating contact details or related-party information

Job Summary

  • Support Private Banking Executives by completing documentation and internal requirements for periodic reviews, onboarding, and maintenance activities such as updating contact details or related-party information.
  • Conduct thorough client due diligence, including verifying customer identity, assessing documentation, and ensuring alignment with regulatory and internal policies.
  • Manage multiple onboarding cases simultaneously, ensuring accuracy and timely completion as per SLAs.

Matching Summary

Support Private Banking Executives by completing documentation and internal requirements for periodic reviews, onboarding, and maintenance activities such as updating contact details or related-party information.

Skills & Requirements

Must-have

  • Client information management
  • Transaction processing
  • Client communication management
  • KYC/AML compliance
  • Documentation verification
  • Risk profile analysis

Nice-to-have

  • Positive self-motivated approach
  • Detail-oriented
  • Analytical capabilities
  • Interest in financial markets
  • Collaborative stakeholder engagement

Key Requirements

  • Fluency in English
  • Strong analytical thinking
  • Ability to organize and prioritize
  • Flexibility and resilience under pressure
  • Familiarity with account opening documentation

Work Rights

Not specified

Tailored Resume

Cover Letter