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The PBWM Operations & Business Support Manager plays a critical role in supporting the day-to-day operational and business activities of the Private Bank and Wealth Management (PBWM) function. The role ensures timely and accurate processing, comprehensive reviews, insightful reporting, and effective resolution of operational issues across PBWM accounts, products, and services. The position also contributes to the continuous improvement of processes, controls, and client service delivery across the PBWM business.
Job Responsibility:
Support daily operational activities across PBWM, including account processing, product setup, service requests, documentation review, and transaction oversight
Conduct detailed reviews to ensure completeness, accuracy, and compliance with internal policies and regulatory requirements
Support root-cause analysis and timely resolution of operational issues, ensuring minimal disruption to client service
Assist in managing client relationships by understanding service needs, identifying issues, and ensuring delivery of a consistently high standard of service
Work closely with Relationship Managers, Product Specialists, and Operations teams to provide seamless client experiences
Partner with internal stakeholders across Operations, Risk, Compliance, Technology, and Front Office teams to align processes and support integrated PBWM service delivery
Act as a key liaison for operational matters, supporting communication flows and process consistency across the business
Identify areas for enhancement within PBWM processes, proposing and supporting implementation of solutions to improve efficiency, accuracy, and client satisfaction
Contribute to the development, documentation, and embedding of operational procedures and internal controls to mitigate risks and support a robust control environment
Support the implementation of new policies, ensuring changes are understood, adopted, and effectively executed
Prepare and maintain reporting dashboards, operational metrics, management information (MI), and analytical insights for senior internal stakeholders
Develop clear presentations summarising operational performance, control outcomes, and identified trends or risks
Monitor developments and trends within the Private Banking and Wealth Management industry to help embed leading practices within PBWM
Contribute to PBWM transformation initiatives designed to improve efficiency, reduce risk, and enhance client experience
Participate in business initiatives, regulatory projects, system enhancements, and operational improvement programmes
Support testing, documentation, stakeholder engagement, and adoption of new processes or tools
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness
Requirements:
Demonstrate in-depth technical knowledge of PBWM operations, products, services, and regulatory requirements
Demonstrate a strong understanding of relevant principles, concepts, and operational frameworks within the PBWM domain
Evidence of applying technical expertise to solve problems, assess operational risks, and inform decision-making
Requires in-depth technical knowledge and experience in their 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, allocating work requirements and coordinating team resources
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate
Will have an impact on the work of related teams within the area
Partner with other functions and business areas
Takes responsibility for end results of a team’s operational processing and activities
Escalate breaches of policies / procedure appropriately
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation
Advise and influence decision making within own area of expertise
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct
Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function
Make evaluative judgements 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 will be guided by precedents
Guide and persuade team members and communicate complex / sensitive information
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave
Nice to have:
Excellent stakeholder management experience
Ability to communicate complex information clearly and persuasively, adapting messages for different audiences
Evidence of making sound evaluative judgements based on factual analysis and attention to detail
What we offer:
Hybrid working
Access to wellness rooms, gyms and mental health support
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
On-site cafeterias, fitness centers, and tech-equipped workstations
Opportunities for socialising, sports, community events and volunteering