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 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.
Step into the role of Senior Analyst - Operations 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 focus on delivering high-quality operational support across Wealth Management and Mortgage Operations by ensuring accurate processing, regulatory compliance, and exceptional customer service. The role works closely with internal stakeholders to resolve complex queries, manage documentation, and contribute to continuous process improvement within Barclays.
You may be assessed on key critical skills relevant for success in role such as:
Process and review mortgage applications, customer documentation, and lending requests while ensuring compliance with internal policies and regulatory requirements.
Collaborate with cross functional teams and stakeholders to deliver seamless customer service and improve operational efficiency.
Support process improvement initiatives by operational risks, recommending enhancements, and driving service excellence.
Prepare and maintain accurate reports and documentation while ensuring data integrity and audit readiness.
Desirable skills set:
Strong knowledge of Mortgage Operations, Lending Criteria, Debt Assessments, and Documentation processes.
Experience in Wealth Management, Banking Operations, or Financial Services with a strong customer service focus.
Proactive, customer-focused, and capable of managing multiple priorities in a fast-paced operational environment.
Excellent stakeholder management and communication 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.
