PBE Support Job in Mumbai at Barclays

Barclays is hiring for the role of PBE Support!

Responsibilities of the Candidate:

• 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.
• Support PBE team by managing internal process requirements like completing periodic reviews, assisting with on-boarding and maintenance activities 
• The role holder will organise and support Bankers’/Service managers’ preparations for successful client engagement;  They may also on occasion attend client meetings and events when appropriate to establish strong and enduring working relationships.
• The role holder will support and monitor relationships with the clients, working alongside the Private Banker and PBE to ensure quality service is provided at all times.  They will ensure quality, accurate and timely execution of all client and administrative items, daily operations and transactions on clients' accounts, and reporting of all risk events and complaints. 
• The role holder will handle incoming mail, and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients.
• The role holder will maintain an up to date working knowledge of the markets, economic position.

Requirements:

• A successful candidate 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.
• The right candidate will also have the ability to clearly present complex information both written and orally, as well as possess the strong aptitude for problem solving using a rational approach, and ability to prioritise, organise and multi-task with ease.
• The ideal candidate should be adaptable to working under pressure with a heavy workload
• Knowledge of emerging technologies and their applications.
• Good understanding of Investment Products and Security Market Operations
• Having 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.