01Overview
About Private Bank & Wealth Management (PBWM)
Entrusted in the primary global wealth hubs and corridors, PBWM provide comprehensive specialist investment, banking, lending and wealth advisory services to the world's most influential individuals and their families; alongside Trusts, Charities and Family Offices. Based on a deep understanding of them, their families and businesses, we connect our clients to tailored opportunities and insights from across the Barclays Group.
Overall purpose of role
Provide business development intelligence by leveraging desktop research and market toolsConduct market, geographical and financial research as well as ad-hoc research for pitch decks, client meetings to inform the PBWM sales teams of latest market developmentsCreate benchmarks based on accounting & financial concepts to deliver insightful analysis to the key business stakeholders to drive new business activityEnhance the conversion of sales pitches into actual deals and customer acquisition, i.e. drive wallet share and new business activityLiaise with key business stakeholders to ensure a clear understanding of the value derived from the analysis and improvement areasSupport with the deep-dive analysis and suggestion on the client portfoliosEnsure strong governance, financial discipline, and adherence to control frameworks across the business Support standardisation, process improvement, and scalable, data-driven ways of working Partner to deliver consistent, insight-led business outcomes
Risk and 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.
Stakeholder Management
Ability to manage key stakeholders and build relationships, both internally and externally. Will require strong interpersonal skills given requirement and ability to collaborate and work cohesively with colleagues across businesses globally. Ability to influence decisions, negotiate, motivate and challenge stakeholders at all levels in the bank. Ability to foresee issues, devise and implement solutions independently and proactively, managing expectations accordingly.
Person Specification
Understanding of advanced financial analysis concepts to undertake financial analysis of HNIs/family officesKnowledge of marketing & research toolsKnowledge and understanding of the financial services industry, in particular wealth management Must have strong work ethic, attention to detail, and ability to translate large and imperfect data sets into meaningful takeaways, insightful presentations and sound recommendations
Must have strong analytical skills and a proven track record of problem-solving
Strong verbal and written communication; ability to communicate in a compelling, concise and precise manner
Highly organised, proactive and diligent with strong attention to detail
Essential Skills/Basic Qualifications
Ability to process, synthesize and execute large data sets into actionable insights
Experience of devising, executing business strategy broadly at client and business level
Significant Private Bank & Wealth Management industry experience
Ability to contribute effectively when working with senior colleagues across the business
Must be able to execute at speed, under pressure and with absolute accuracy
Strong influencing and stakeholder management skills, at all levels, external and internal
Strong planning, organization, and co-ordination skills
Ability to deal with highly confidential and market sensitive information
Creative, proactive, analytical, self-starting mindset and ability to move with pace and enthusiasm
Excellent written, analytical and presentation skills advanced use of PowerPoint and Excel
Desirable skills/Preferred Qualifications
Experience in working with global offices and the ability to collaborate across multiple regions
Hands-on experience working in cross-functional/multi geographical settings
Understanding of Finance & Accounting concepts
Prior experience of data and analytics .