Private Bank Executive

Embark on an exciting journey and join our fast-growing Private Bank as a Private Bank Executive.

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

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

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or require sponsorship, you must declare this as part of your application. Sponsored visas are role and entity specific, and any changes must be reviewed. It is important to ensure you are working on the correct visa at all times. Failure to disclose your visa status or Legal Right to Work may result in your application or employment offer being withdrawn.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients, serving as the bridge between the bank's offerings and clients' needs to ensure mutual benefit and long-term success.

Accountabilities

1. Manage client relationships by identifying financial goals, challenges, and risk tolerance; support data analysis from various sources to identify trends, insights, and areas for improvement.
2. Research and understand industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
3. Design customized solutions addressing clients' specific needs, incorporating a range of bank products and services.
4. Communicate the value proposition, justify recommendations, and negotiate beneficial terms for both the client and the bank.
5. Provide guidance on financial decisions, offering investment advice, risk management, wealth strategies, and market updates to maintain positive relationships.
6. Assess and manage financial, legal, and operational risks, implementing measures to minimize potential losses.
7. Document all interactions, transactions, and agreements to ensure transparency and support product development and strategic planning.
8. Monitor client satisfaction and revenue metrics to evaluate relationship management effectiveness.

Analyst Expectations

1. Impact related teams' work within the area.
2. Partner with other functions and business areas.
3. Take responsibility for team operational processing and activities.
4. Escalate policy or procedure breaches appropriately.
5. Embed new policies and procedures for risk mitigation.
6. Advise and influence decision-making within own expertise area.
7. Manage risks and controls related to own work, ensuring compliance with rules, regulations, and codes of conduct.
8. Understand how own sub-function integrates within the organization, including products, services, and processes.
9. Contribute to organizational objectives through effective coordination.
10. Make evaluative judgments based on factual analysis, paying attention to detail.
11. Resolve problems by applying technical experience, guided by precedents.
12. Guide and persuade team members, communicating complex or sensitive information.
13. Build a network of contacts inside and outside the organization for stakeholder engagement.

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