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Step into the role of Senior Analyst, where you’ll take responsibility for client service and operational execution task. You must take responsibility for controlling risk and enhancing controls in connection to your job and areas of responsibility in accordance with rules and regulations. You must follow well defined procedures that may require a range of job routines and make judgement based on practice and previous experience.
Job Responsibility:
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
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles
Likely to have responsibility for specific processes within a team
They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate 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 manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams
Check work of colleagues within team to meet internal and stakeholder requirements
Provide specialist advice and support pertaining to own work area
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 all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams
Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise
Make judgements based on practise and previous experience
Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements
Build relationships with stakeholders/ customers to identify and address their needs
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
Requirements:
Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Managing complete Trade lifecycle with execution, clearance, settlement and resolution
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams
Check work of colleagues within team to meet internal and stakeholder requirements
Provide specialist advice and support pertaining to own work area
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
Excellent communication skills
Equity, fund settlements, capital markets, investment banking and record keeping
Settlement's Process Knowledge - Pre-Matching, Fails Management & Reconciliation
Product Knowledge - Derivatives, Equities, Fixed Income & Mutual Funds
What we offer:
Working flexibly
Hybrid working
A workplace of the future
Your wellbeing
More than just a workplace
Be you. Be valued. Belong
We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success
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