Private Bank Executive (Assistant RM)

Barclays UK; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

Join a leading financial institution as a Private Bank Executive, where you will support Bankers in servicing ultra-high net worth clients. You will manage client relationships, provide tailored financial solutions, and ensure compliance with regulatory standards. This role requires strong communication skills, strategic thinking, and a commitment to client satisfaction. If you hold the necessary certifications and have relevant experience, this is an exciting opportunity to advance your career in Private Banking.

Qualifications

• Minimum 2 years of relevant experience in Private Banking.
• Active MAS license required.

Responsibilities

• Manage client relationships to understand financial goals and challenges.
• Design customized solutions addressing clients' specific needs.
• Guide clients in financial decisions and investment advice.

Skills

Communication

Risk Management

Strategic Thinking

Business Acumen

Technical Skills

Education

CACS 1 & 2 Certification

Job description

Embark on an exciting journey and join our fast-growing Private Bank as a Private Bank Executive, supporting Bankers in servicing Private Bank Clients.

You may be assessed on key skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, and job-specific technical skills.

To be successful in this role, you should:

• Hold CACS 1 & 2 certification and be in a relevant role within the Private Bank with an active MAS license.
• Have excellent communication skills for interactions with ultra-high net worth clients.
• Possess a minimum of 2 years of relevant experience.

This role is regulated by the MAS (Monetary Authority of Singapore).

Barclays is legally required to confirm your right to work. If you hold a work visa sponsored by Barclays or require sponsorship, you must declare this in your application. Ensure your visa status is correct, as failure to disclose may result in withdrawal of your application or employment offer.

Purpose of the role

To establish and nurture profitable partnerships with corporate and individual clients, acting as a bridge between the bank's offerings and clients' needs for mutual benefit and long-term success.

Accountabilities

• Manage client relationships to understand their financial goals, challenges, and risk tolerance, supporting data analysis from various sources to identify trends and areas for improvement.
• Research industry trends, regulatory landscape, and the competitive environment to inform strategic recommendations.
• Design customized solutions addressing clients' specific needs, incorporating a range of bank products and services.
• Communicate the value of proposed solutions, justify recommendations, and negotiate beneficial terms.
• Guide clients in financial decisions, providing investment advice, risk management, wealth strategies, and market updates.
• Assess and mitigate financial, legal, and operational risks associated with client relationships.
• Document all interactions, transactions, and agreements for transparency and audit purposes, and communicate findings to support product development and strategies.
• Monitor client satisfaction, revenue, and other metrics to evaluate relationship management effectiveness.

Analyst Expectations

• Impact related teams' work within the area.
• Partner with other functions and business areas.
• Take responsibility for operational processing and activities.
• Escalate policy breaches appropriately.
• Embed new policies and procedures for risk mitigation.
• Advise and influence decision-making within your expertise.
• Manage risk and controls, ensuring compliance with rules and regulations.
• Understand how your sub-function integrates with the organization, including products, services, and processes.
• Make evaluative judgments based on factual analysis and attention to detail.
• Resolve problems using technical experience and precedents.
• Guide and persuade team members, communicating complex information effectively.
• Build networks outside your immediate team and organization.

All colleagues are expected to demonstrate Barclays' Values: Respect, Integrity, Service, Excellence, and Stewardship, and embody the Barclays Mindset: Empower, Challenge, and Drive.