Private Bank Client Onboarding Analyst

Embark on an exciting journey and join our fast-growing Private Bank as a Client Onboarding Analyst. You will be responsible for the onboarding of new clients, providing an excellent client experience whilst also ensuring that Barclays meets its obligations regarding Know Your Customer and other relevant external regulations and internal policies.

Some of the key purpose of the role includes:

- Be responsible for the end-to-end client Onboarding into Barclays Private Bank Singapore
- Deal directly with clients in a personable and professional manner from prospect stage through to the opening of accounts.
- Provide tailored, accurate and swift assistance to the client, ensuring a timely, smooth, and positive onboarding experience.
- Have responsibility for ensuring that client onboarding files meet the required Barclays policy and MAS regulatory standards.
- Work in close co-ordination with Front Office, Operations and the relevant Risk and Financial Crime departments across the business.
- Act as a role model in respect of procedural requirements and have input into the Client Due Diligence policy and procedure development.
- Be required to assist the Head of Client Enablement with ad-hoc queries, projects and management of the team’s workflow when needed.

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

This role is regulated by MAS (Monetary Authority of Singapore).

To be successful for this role, you should possess the following skills set or experience:

- 3 years of more direct relevant experience in client onboarding work with a Private Bank
- Excellent communication and diplomacy skills, including the ability to convey technical requirements to a non-specialist
- Ability to engage with clients of the Private Bank and ensuring that conversations can be tailored to the level of the client
- Understanding of regulatory issues/ procedures, with comprehensive and extensive knowledge of Anti-Money Laundering and Know Your Customer regulations and standards

**Purpose of the role**

To assist relationship managers to effectively manage their client portfolios and optimise the client experience.

**Accountabilities**
- Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
- Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
- Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
- Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
- Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
- Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
- Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
- Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
- Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
- Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

**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 a