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Embark on an exciting journey and join our fast growing Private Bank as a Private Bank Executive. You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, as well as job-specific technical skills. This role is regulated by MAS (Monetary Authority of Singapore).
Job Responsibility
Assist relationship managers to effectively manage their client portfolios and optimise the client experience
Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials
Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication
Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities
Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions
Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations
Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries
Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager
Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences
Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services
Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees
Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices
Requirements
Risk and controls
change and transformation
business acumen
strategic thinking
job-specific technical skills
Legal Right to Work in Singapore
if currently hold a work visa sponsored by Barclays, or would require sponsorship from Barclays, must declare this as part of application