محلل الخدمات المصرفية الخاصة

Job Descriptions
Overall
purpose of role
The role holder will be responsible for supporting a team
of Investment Advisors and Private Bankers. The role holder s focus will be to
provide effective administration support to their Investment Advisors and
Private Bankers, as well as a world class service to our clients, delivering
key servicing standards that support acquisition and retention and growth.
Key
Accountabilities
Support to Investment Advisors in production
of client pitches and proposals
Support to Sales Management team with MI production
and data analysis
Support to Private Banking and Investment
Advisory teams with general administration
Act as point of contact for clients for
general servicing requirements
Coordinate international travel for Bankers
and Investment Advisors
Ensuring at all times that all activities are
performed in line with policy and process
Stakeholder
Management and Leadership
Key stakeholders will include Private Banker and Investment
Advisory teams, Chief Controls Office and direct support to local management
team including COO and CEO.Strong
relationships will need to be built with external services providers and
functional partners (Compliance, Financial Crime) and product specialists based
internationally in locations including Geneva, India and London.
Decision-making
and Problem Solving
Evaluative judgement and very strong analytical skills are
essential in this role.
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.
Person
Specification
Strong
technical knowledge of Private Banking products, services and proposition.Excellent knowledge of financial markets and
macro economic landscape.Fluency in
tools such as Bloomberg / Reuters terminals.Comfort in producing external facing presentaitons using Powerpoint.
The
right candidate will posses integrity as well as good pe