Private Banking Executive

Barclays; Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A prominent financial institution in Delhi is seeking a Private Banking Executive to manage client portfolios and enhance the client experience. Ideal candidates should possess strong knowledge of banking operations and investment strategies. The role requires fluency in English and a professional qualification in finance or banking. Join us to drive innovation and provide exceptional service to our clients.

Qualifications

• Experience in wealth-management related systems preferred.
• Ability to thrive in an environment that encourages initiative.

Responsibilities

• Assist relationship managers to manage client portfolios.
• Coordinate schedules for relationship managers and clients.
• Analyze client data and prepare reports on portfolio performance.
• Support clients with everyday product and service tasks.

Skills

Sound knowledge of investments

Banking operations

Lending and security requirements

Fluency in English

Positive and self-motivated

Education

Professional diploma or degree in finance or banking

Job description

Position Overview

Join Barclays as a Private Banking Executive in New Delhi, India, where you will spearhead the evolution of our digital landscape, driving innovation and excellence through cutting‑edge technology.

Qualifications

• Sound knowledge of investments, banking operations, lending and security requirements in a similar capacity.
• Understanding of risk and control frameworks and procedures; experience in wealth‑management related systems preferred.
• Professional diploma or degree in finance or banking (CA acceptable); not essential.
• Fluent in English.
• Positive, self‑motivated, and thrives in an environment that encourages initiative and goal achievement.

Purpose of the Role

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

Accountabilities

• Maintain client information, manage contracts and agreements, and prepare reports, presentations, and other materials.
• Coordinate schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
• Process transactions, manage expense reports, and handle routine requests to free up the relationship manager’s time for strategic activities.
• Gather information on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
• Analyze client data, prepare reports on portfolio performance, and provide insights to inform portfolio adjustments and client recommendations.
• Manage inbound and outbound communication through phone, email, and other channels, relaying important information and responding to client inquiries.
• Support relationship managers with planning, tracking, and execution of complex client projects by managing timelines and resources, identifying potential issues, summarizing client portfolios, and proactively communicating updates and opportunities.
• Support clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support, and updating personal information, contact details, and account preferences.
• Guide new customers through account opening procedures, explanation of account terms and conditions, and setting up online access and other services.
• Resolve various customer concerns and inquiries, including account balances, statements, transactions, fees.
• Maintain confidentiality and security of client data by following strict data security protocols and ethical practices.

Analyst Expectations

• Perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Display in‑depth technical knowledge and experience in their assigned area of expertise.
• Understand the underlying principles and concepts within the area of expertise.
• Lead and supervise a team, guiding and supporting professional development, allocating work requirements, and coordinating team resources.
• Demonstrate clear leadership behaviours to create an environment for colleagues to thrive and deliver consistently excellent standards.
• Develop technical expertise as an individual contributor, acting as an advisor where appropriate.
• Partner with other functions and business areas, taking responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies and procedures appropriately; embed new policies and procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise, managing risk and strengthening controls in relation to the work you own or contribute to.
• Deliver work in line with relevant rules, regulation and codes of conduct; maintain and continuously build an understanding of how own sub‑function integrates with function and the organization’s products, services and processes.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organization’s 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 the immediate function, building a network of contacts outside the team and externally to the organization.

Barclays Values

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship, and the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Seniority and Employment

• Associate – Full‑time

Job Function and Industry

• Business Development and Sales – Banking and Financial Services