Private Bank Client Onboarding Analyst

Barclays UK; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Join Barclays UK as a Client Onboarding Analyst in Singapore, where you will facilitate seamless client onboarding and ensure compliance with regulations. This role requires expertise in risk management and regulatory standards, alongside excellent communication skills to enhance client experiences.

Qualifications

• At least 3 years of relevant client onboarding experience in a Private Bank.
• Excellent communication and diplomatic skills.
• Deep understanding of AML and KYC regulations.

Responsibilities

• End-to-end client onboarding into Barclays Private Bank Singapore.
• Providing tailored, accurate, and swift assistance for a positive onboarding experience.
• Ensuring client onboarding files meet regulatory standards.

Skills

Communication

Risk Management

Business Acumen

Strategic Thinking

Technical Expertise

Job description

Embark on an exciting journey and join our fast-growing Private Bank as a Client Onboarding Analyst. You will be responsible for onboarding new clients, providing an excellent client experience, and ensuring Barclays meets its obligations regarding Know Your Customer and other relevant regulations and policies.

Key responsibilities include:

1. End-to-end client onboarding into Barclays Private Bank Singapore.
2. Dealing directly with clients professionally from prospect stage to account opening.
3. Providing tailored, accurate, and swift assistance to ensure a positive onboarding experience.
4. Ensuring client onboarding files meet Barclays and MAS regulatory standards.
5. Coordinating with Front Office, Operations, and Risk and Financial Crime departments.
6. Role modeling procedural compliance and contributing to policy development.
7. Assisting the Head of Client Enablement with queries, projects, and workflow management.

The role requires assessing skills such as risk management, change management, business acumen, strategic thinking, and technical expertise.

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

Qualifications include:

• At least 3 years of relevant client onboarding experience in a Private Bank.
• Excellent communication and diplomatic skills.
• Ability to engage with clients effectively.
• Deep understanding of AML and KYC regulations.

Note: Barclays requires proof of the legal right to work. Disclosure of visa status is mandatory; failure to do so may result in withdrawal of application or employment.

Purpose of the role

Assist relationship managers in managing client portfolios and enhancing client experience.

Accountabilities

• Maintain client information, manage contracts, and prepare reports.
• Coordinate schedules and facilitate communication.
• Process transactions and manage routine client requests.
• Gather market intelligence to support client advice.
• Analyze client data and prepare performance reports.
• Manage client communications via multiple channels.
• Support project planning and execution.
• Assist clients with product and service tasks.
• Guide clients through account opening and online setup.
• Resolve client concerns and maintain confidentiality.

Analyst Expectations

• Perform activities efficiently and to high standards.
• Possess deep technical expertise.
• Lead or support teams, demonstrating leadership behaviors.
• Partner with other functions and manage operational risks.
• Understand organizational processes and contribute to objectives.
• Make informed judgments and resolve problems.
• Communicate effectively with stakeholders.

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