Barclays is a major global financial services provider engaged in personal banking, credit cards, corporate and investment banking and wealth and investment management with an extensive international presence.
Barclays’ purpose is to help people achieve their ambitions in the right way.
With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs approximately 140,000 people.
As a leading global wealth and investment manager, Barclays provides international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients across the world.
Our mission is to set a new standard in wealth management by understanding our clients better than anyone else. In pursuit of this objective, we hire and develop only the best people in the industry.
We look for talented, tenacious individuals who seek opportunities for self-improvement and career progression. Our long-
term agenda can only be achieved through close collaboration and a shared sense of respect, integrity and excellence.
At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation. We are an equal opportunity employer and we are opposed to discrimination on any grounds.
Overall purpose of role
The role holder will be responsible for supporting a team of Investment Managers and Private Bankers. The role holder’s focus will be to provide effective administration support to their Investment managers and Private Bankers, as well as a world class service to our clients, delivering key servicing standards that support acquisition and retention and growth.
The Role holder Performs Verification calls with HNW and UHNW individuals on key transactions and static data amendments.
They will also assist with expense claims and other general office administration duties
The role holder will be directly responsible, and the main point of contact, for a portfolio of clients in respect to their day to day banking administration requirements, across a range of products and services.
They will build and monitor relationships with the clients, working alongside the Investment Manager to ensure a quality service is provided at all times.
The role holder will also be expected to support their Investment Managers in terms of administration duties; providing logistical assistance, and acting as a point of support when Investment Managers are travelling and away from the office.
Client Verification Calls (Direct client contact)
The role holder will be responsible for ensuring the validity of client instructions such as payments and static data amendments.
They will perform outbound verification calls with our HNW / UHNW client base both in English and Arabic to confirm the transaction details.
The aim of the calls being to provide Go-To customer experience and at the same time acting to mitigate fraud risk. The role holder will act in a timely and professional manner, ensuring gull adherence to call back scripts, client identification and verification procedures and various cut-off deadlines
General Office Administration and reporting
The role holder will work closely with the Business Support Team leader to assist with administrative duties. They will ensure timely and accurate execution of administrative and reporting duties, typically relating to expenses and travel.
The successful candidate will be responsible for scanning and filing of sensitive documentation in line with records retention policies.
The successful candidate will demonstrate sound understanding of the Bank’s Gifts and Entertainment, and Cross Border Policies and analyse submissions and requests to ensure full compliance with both.
The role holder will also be required to familiarise themselves with and develop others on Records retention, Records management and Business Continuity management policies and procedures and will work closely with the Business Delivery and Control team to ensure regional awareness, adherence and operational readiness for the same.
The role holder will not have any supervisory responsibilities
The role holder will ensure that standards, both legal and regulatory, are adhered to, in order to avoid exposing the business to undue risk.
This will include the Bank's guidelines on Customer Acceptance, Data Protection Act, Cross Border Policy, Anti Money Laundering, Know Your Customer, Financial Crimes, Prohibitions and Sanctions.
The role holder will be expected to take a proactive approach to prevent any undue exposure to risk always mindful the clients’ needs and the Bank’s reputation.
Key clients (internal and external)
The role holder’s key clients will be; Investment Managers (locally), Relationship Managers (Internationally), Risk Manager, Team Leader, Regional Sales Managers, Head of MENA and external clients, Private Bankers, Private Banking Executives, Chief Controls Office, Compliance and Financial Crime team.
Risk & 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
The role holder must satisfy the fit and proper criteria for a licensed / approved person both initially and on-going; this will involve being competent, honest, to have integrity and be of sound financial standing.
The role holder must be willing and able to fulfil obligations under any written law, and performs regulated activities efficiently, honestly, fairly and acts with integrity and prudence in the best interests of stakeholders and customers.
The role holder must have regulatory knowledge and an overall understanding of the business impact of the regulatory environment and maintain standards of professionalism, take reasonable care and diligence in dealings with customers, manage key risks, maintain appropriate advisory standards and have proper resolution of client complaints
The right candidate will posses integrity as well as good personal and interpersonal skills and will demonstrate excellent organisational, time-
management, and customer service skills. They will have the ability to communicate effectively and confidently with both internal and external staff, both verbally and in writing.
The successful candidate will be a positive team player who is motivated and driven to deliver world class service to clients and colleagues, and make a positive supportive impact as we strive to maximise business revenue.
Academic and Professional Qualifications
The ideal candidate will be educated to degree level.
English is a requirement and Arabic is advantageous.
Decision-making and Problem Solving
This section should describe the extent and level to which the job requires evaluative judgement and analytical skills. Detail should be provided as to the type and complexity of problems and the impact the role has on developing or enhancing existing systems or processes