Job Description

Purpose of the role

To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.

Accountabilities

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.

Analyst Expectations

To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
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.

Step into the role of Assistant Manager at Barclays, where you'll play a pivotal role in shaping the future. In this pivotal role you will manage operations within a business area and maintain processes, risk management initiatives, and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with the relevant rules & regulations, and codes of conduct.

You will support Private Bank & Wealth Management (PBWM) operations through daily processing, reporting, controls, and issue resolution while ensuring strong risk and compliance standards. You will collaborate across teams to improve client service delivery, operational efficiency, and implementation of best practices.

You may be assessed on key critical skills relevant for success in role such as:

Should have sufficient experience in validating end-to-end CDD/KYC case quality: confirm mandatory fields, customer identification, beneficial ownership (where applicable), and risk rating are complete, consistent, and supported by evidence.
Should have exposure on Performing strong document & data verification: check authenticity/validity (dates, expiry, readability), name/address matching, screening results (sanctions/PEP/adverse media where applicable), and ensure proper handling of discrepancies with clear rationale.
The candidate should have experience in policy/regulatory adherence and audit readiness: verify correct checklists/templates were used, approvals/escalations were done as required, and notes are clear enough that another reviewer/auditor can recreate the decision trail.
Perform day-to-day PBWM processing, reporting, and account/service reviews ensuring accuracy and timeliness.
Support client relationship management by identifying client needs and ensuring service expectations are met.
Identify process improvement opportunities and support implementation of controls to mitigate risks.
Prepare performance reports and communicate insights to internal stakeholders.
Support projects and initiatives aimed at improving PBWM efficiency and service effectiveness.
Analytical thinking, attention to detail, and problem-solving ability.
Strong stakeholder communication and cross-functional collaboration skills.

You may be assessed on key essential skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based out of Chennai.