Private Banking Executive (m|f|x) Dublin

As a Barclays Private Banking Executive, you will play a key role in acquiring, servicing, and retaining clients to help achieve overall business objectives. You will serve as the primary point of contact for clients on day-to-day operational matters, supporting the Private Banker in marketing products and ensuring a high standard of client service. Your contributions will directly support the achievement of the business’s targets and goals.

You will work closely with a variety of stakeholders, including: the Private Banker, external clients, clients’ offices or authorized third parties, internal support teams, internal advisory teams (such as Compliance, Financial Crime, and the Chief Controls Office), as well as Senior Management within Private Banking and Business Delivery & Control. Success in this role requires exceptional attention to detail and strong interpersonal skills, enabling you to adapt your communication effectively to suit different audiences. This role involves no direct leadership responsibilities.

Purpose: Support and assist Relationship Managers in acquiring, onboarding, servicing, and retaining clients to achieve overall business goals, while managing complex client situations.

Where required, liaise directly with clients regarding complex client requests related to various banking and service requirements, such as onboarding, banking transactions, investments, credit, and digital solutions.

Work closely with Operations and other support functions to deliver positive outcomes for clients.

Tasks

• Build strong client and internal relationships alongside relationship managers to ensure high-quality service is provided at all times
• Responsible for all aspects of client servicing and service engagement plans, including leading client service review visits to support and improve the client experience
• Develop relationships with other areas of the bank; in doing so, they will share responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.
• Serve as the point of contact for all new account inquiries and complex service requests, and act as a liaison between relationship teams and support/specialist teams
• Ensure compliance with legal and regulatory standards as well as internal policies and procedures, and support relationship managers with risk-related activities

Profile / Your qualification / Your personality

Essential Skills/Basic Qualifications

• APA/QFA certified or a commitment to obtaining this certification within the agreed timeframe.
• Experience with international private banking risk and control frameworks and procedures.
• Experience with regulatory issues and private banking procedures, as well as knowledge of investments, fiduciary matters, and banking products.
• Client-facing experience in a PBE role or similar industry role, including client onboarding and operational procedures, as well as lending, FX, and an understanding of security requirements.
• Demonstrate up-to-date knowledge of relevant changes in the marketplace, products, legislation, and regulation, and understand the implications for the role (e.g., anti-money laundering, client due diligence, and KYC). The ideal candidate will also be able to demonstrate integrity and adherence to compliance policies and procedures.

Desirable Skills/Preferred Qualifications

• Fluency in Italian would be a plus.
• A college degree is preferred but not required.
• A positive and self-motivated attitude.
• Strong interpersonal skills with a team-oriented approach.

Analyst Expectations

• To perform assigned tasks in a timely manner and to a high standard, consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in the assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, assigning work tasks, and coordinating team resources.
• If the position involves leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment where colleagues can thrive and consistently deliver to an excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
• OR, for an individual contributor, they develop technical expertise in their area of work, acting as an advisor when appropriate.
• Will have an impact on the work of related teams within the area.
• Collaborate with other functions and business areas.
• Takes responsibility for the final results of a team’s operational processes and activities.
• Escalate violations of policies or procedures appropriately.
• Take responsibility for implementing new policies and procedures adopted to mitigate risk.
• Advise and influence decision-making within your area of expertise.
• Take ownership of managing risk and strengthening controls related to the work you lead or contribute to. Carry out your work and fulfill your responsibilities in accordance with relevant rules, regulations, and codes of conduct.
• Maintain and continually deepen your understanding of how your sub-function integrates with the function, along with knowledge of the organization’s products, services, and processes within the function.
• Demonstrate an understanding of how various areas coordinate and contribute to achieving the objectives of the organization’s sub-function.
• Make evaluative judgments 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 by drawing on precedents.
• Guide and persuade team members and communicate complex or sensitive information.
• Serve as a point of contact for stakeholders outside the immediate function, while building a network of contacts outside the team and external to the organization.

That awaits you

This role is classified as a Controlled Function role under the Central Bank of Ireland’s Fitness and Probity Regulations and may require the incumbent to hold mandatory regulatory qualifications or meet the minimum qualifications to satisfy internal company standards.

Starting Salary: €47,000.00

Maximum Salary: €56,500.00

The starting and maximum salary information above includes only the annual full-time equivalent base salary and represents the typical pay range for the role. The actual pay rate will reflect the level of responsibility of the role and the individual’s level of experience. The entry and upper salary information does not include any other type of compensation or benefits that may be available.

Barclays employees are also eligible for a suite of competitive country-specific benefits.

This position is eligible for an incentive award.

Application

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

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Location

1 Molesworth St, IR-D02 RF29 Dublin