BA4 : Banker Client Support - PBWM (121551)

 

Role – Banker Support

 

Barclays Overview

Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.

 

We are an equal opportunity employer, and we are opposed to discrimination on any grounds.

 

About Private Bank & Wealth Management (PBWM)

Entrusted in the primary global wealth hubs and corridors, PBWM provide comprehensive specialist investment, banking, lending and wealth advisory services to the world's most influential individuals and their families; alongside Trusts, Charities and Family Offices. ​Based on a deep understanding of them, their families and businesses, we connect our clients to tailored opportunities and insights from across the Barclays Group.​

 

Overall purpose of role

·        Provide business development intelligence by leveraging desktop research and market tools

·        Conduct market, geographical and financial research as well as ad-hoc research for pitch decks, client meetings to inform the PBWM sales teams of latest market developments

·        Create benchmarks based on accounting & financial concepts to deliver insightful analysis to the key business stakeholders to drive new business activity

·        Enhance the conversion of sales pitches into actual deals and customer acquisition, i.e. drive wallet share and new business activity

·        Liaise with key business stakeholders to ensure a clear understanding of the value derived from the analysis and improvement areas

·        Support with the deep-dive analysis and suggestion on the client portfolios

·        Ensure strong governance, financial discipline, and adherence to control frameworks across the business

·        Support standardisation, process improvement, and scalable, data-driven ways of working

·        Partner to deliver consistent, insight-led business outcomes

 

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Stakeholder Management

Ability to manage key stakeholders and build relationships, both internally and externally.  Will require strong interpersonal skills given requirement and ability to collaborate and work cohesively with colleagues across businesses globally. Ability to influence decisions, negotiate, motivate and challenge stakeholders at all levels in the bank. Ability to foresee issues, devise and implement solutions independently and proactively, managing expectations accordingly.

Person Specification

·        Understanding of advanced financial analysis concepts to undertake financial analysis of HNIs/family offices

·        Knowledge of marketing & research tools

·        Knowledge and understanding of the financial services industry, in particular wealth management

·        Must have strong work ethic, attention to detail, and ability to translate large and imperfect data sets into meaningful takeaways, insightful presentations and sound recommendations

·        Must have strong analytical skills and a proven track record of problem-solving

·        Strong verbal and written communication; ability to communicate in a compelling, concise and precise manner

·        Highly organised, proactive and diligent with strong attention to detail

 

Essential Skills/Basic Qualifications

·        Ability to process, synthesize and execute large data sets into actionable insights

·        Experience of devising, executing business strategy broadly at client and business level

·        Significant Private Bank & Wealth Management industry experience

·        Ability to contribute effectively when working with senior colleagues across the business

·        Must be able to execute at speed, under pressure and with absolute accuracy

·        Strong influencing and stakeholder management skills, at all levels, external and internal

·        Strong planning, organization, and co-ordination skills

·        Ability to deal with highly confidential and market sensitive information

·        Creative, proactive, analytical, self-starting mindset and ability to move with pace and enthusiasm

·        Excellent written, analytical and presentation skills – advanced use of PowerPoint and Excel

 

Desirable skills/Preferred Qualifications

·        Experience in working with global offices and the ability to collaborate across multiple regions

·        Hands-on experience working in cross-functional/multi geographical settings

·        Understanding of Finance & Accounting concepts

·        Prior experience of data and analytics

 

Purpose, Values and Mindset

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.

 

Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.

 

Respect

We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.

 

Integrity

We operate with honesty, transparency and fairness in all we do.

 

Service

We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.

 

Excellence

We champion innovation, and use our energy, expertise and resources to make a positive difference.

 

Stewardship

We prize sustainability and are passionate about leaving things better than we found them.

Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.

 

Empower

Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.

 

Challenge

Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.

 

Drive

Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.