Private Banking Executive

1 month ago


Dublin, Dublin City, Ireland Barclays Full time

Private Banking Executive
Dublin

This role is deemed as a Controlled Function role under the Central Bank of Ireland Fitness and Probity Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

As a Barclays Private Banking Executive, you will assist in acquiring, servicing and retaining clients to deliver overall business goals. You will become a key point of contact for the client for day-to-day operational matters, assisting the Private Banker in marketing products to clients and supporting the business in the delivery of its targets and goals. Barclays Europe is an essential part of Barclays' success across the globe. We support the bank's global growth by servicing European clients and markets. We connect European clients to the power of Barclays globally, offering them access to the largest capital markets and growth opportunities in the US, UK, and Asia. And we offer agile, determined, and resilient people a platform or remarkable professional and personal growth. This is your chance to get closer to Europe and stay more connected than ever to the rest of the globe. Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted. At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, 'anchor', days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

What will you be doing?


• Assisting Private Bankers in ensuring adherence to the Global KYC policy, complying with all regulatory & Wealth requirements/procedures/controls & recognising/managing risk

• Responding in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management

• Helping with client administrative tasks and ensuring delivery, resolve issues and reduce/ remove errors

• Acting as liaison between Private Banker and specialist product areas, e.g. investment management, credit, fiduciary, etc. to ensure the smooth operation of all services

• Preparing letters and ad-hoc reports for clients and draft letters for Private Bankers

• Building excellent relationships with the stakeholders, addressing and solve clients' administration inquiries in order to provide a high quality personalised service

• Maintaining a working knowledge of the markets, economic position, research view and product set thus being able to provide a view of these to the Private Banker

• Performing daily operations and transactions on clients' accounts

What we're looking for:


• APA/QFA qualified or willing to complete these qualifications

• Sound knowledge of banking, and operational procedures, plus lending, FX and understanding of security requirement

• Previous experience in a client facing role in Private Banking/ wealth management or within a similar industry, excellent communication, analytical and diplomacy skills

• Understanding of regulatory issues/ procedures, with comprehensive and knowledge of Anti-Money Laundering and Know Your Customer regulations and standards

Skills that will help you in the role:


• Excellent time-management, self-planning and organizational skills as well as excellent presentation skills and interpersonal skills and IT Skills (Microsoft standard packages)

• Knowledge of the role of private bankers and private banking products, knowledge of the regulatory requirements and fluency in another European language is a plus

• Experience in Customer Due Diligence procedures, awareness of Financial Crime policy and procedures, cross border activities and processing of all new account applications

• Knowledge of regulatory issues and Private Bank procedures

Where will you be working?

You will be based in our new flagship office, One Molesworth Street, which is in the heart of Dublin city Centre. We are currently expanding which drives a culture of change and hard work ethic, nonetheless the company maintains an open, friendly atmosphere. This is enhanced through our unique on boarding programs and several committees which all employees are eligible to join.

#LI-Hybrid #J-18808-Ljbffr

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