Pbe Support

Barclays

New Delhi, India
Hybrid
Fluency in english spoken and written
Strong analytical thinking capabilities
Ability to work under pressure
Barclays is seeking a PBE Support professional in New Delhi to assist relationship managers in managing client portfolios and enhancing client experiences. The role involves documentation, data analysis, compliance checks, and client communication to ensure smooth onboarding and maintenance of client relationships

Job Summary

  • This role supports Private Banking Executives by managing end-to-end client onboarding, documentation, and due diligence activities.
  • The position requires conducting thorough client due diligence to verify identity and ensure alignment with regulatory standards like AML and CTF.
  • Candidates must demonstrate excellent attention to detail and the ability to manage multiple cases simultaneously while meeting strict SLAs.

Matching Summary

Match Score: 85

Barclays is seeking a PBE Support professional in New Delhi to assist relationship managers in managing client portfolios and enhancing client experiences. The role involves documentation, data analysis, compliance checks, and client communication to ensure smooth onboarding and maintenance of client relationships.

Skills & Requirements

Must-have

  • Fluency in English spoken and written
  • Strong analytical thinking capabilities
  • Ability to work under pressure
  • Knowledge of KYC/AML regulations
  • Attention to detail in documentation

Nice-to-have

  • Understanding of investment products
  • Familiarity with Demat and broking accounts
  • Positive self-driven personality
  • Experience with client onboarding processes
  • Collaboration with senior stakeholders

Key Requirements

  • Fluency in English (spoken and written)
  • Interest in financial markets
  • Strong organizational and prioritization skills

Work Rights

Not specified

Tailored Resume

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