Wealth Management Executive. WEST YORKSHIRE. Reino Unido
Trabajo de Empleados de centros de llamadas en WEST YORKSHIRE (Reino Unido)
Clasificación del trabajo:Personal de apoyo administrativo : Empleados en trato directo con el público : Empleados de servicios de información al cliente : Empleados de centros de llamadas. Clerical support workers : Customer services clerks : Client information workers : Contact centre information clerks.
Descripción de la oferta de trabajo:
Wealth Management Executive As a Barclays Wealth Management Executive, you will be providing excellent service to our clients in executing their requests and instructions and through this establish a strong connection with the client. You will support Private Bankers in acquiring, servicing and retaining clients and the creation of enduring, deep and trusted relationships with our clients and will support the business in the delivery of its targets and goals. About us: Private Banking offers bespoke banking and investment solutions to high net-worth individuals across the globe. It provides a comprehensive range of investment advice across all asset classes, wealth structures and banking services. It operates in onshore and offshore markets and is organised around market-focused teams. As a Wealth Management Executive, your main responsibilities will involve: * Acting as the main point of contact for a portfolio of clients dealing with day to day administration across the range of services and products within the Private Bank * Informing Private Bankers of interactions with clients and sharing any insights gained through client servicing * Onboarding new clients and opening/modifying/closing product accounts As a Wealth Management Executive your skills and qualifications will include: * Previous experience in a non-regulatory role * Experience preparing client letters and similar advisory documentation for a Private Banker * Experience providing factual information in client communications/interactions * Sound knowledge of banking and operational procedures and an understanding of markets and regulatory awareness The Benefits: Our customers deserve the best. The same goes for our people. That's why at Barclays you'll receive a range of benefits including a competitive salary, flexible hours and all the tools, technology and support to help you become the very best you can be. Our Culture: All we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. The values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our employees. Simply put, success is not just about what you achieve, but about how you achieve it. Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager. Diversity: At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation. We encourage applicants to apply as early as possible in the recruitment period. Barclays recruitment periods can and may vary. We reserve the right to remove this advert during the recruitment process.
Servicio de empleo de origen:Department for Work and Pensions, Public Employment Services, United Kingdom.