Core accountabilities Client
Services: Acting as the main point of contact for a portfolio of clients, the
PBE will deal with day-to-day administration across the range of services and
products: - preparing (non advice-giving) letters
to clients for own signature and draft letters for Private Bankers
- preparing ad-hoc reports for clients - addressing
and solving clients' administration enquiries - performing
daily operations and transactions on clients' accounts in order to provide high
quality personalised service. Sales Support:
Assist Private Bankers in administration and management
of client relationships including attending meetings (to observe/take notes),
preparation of file notes, drafting of letters and other documentation, annual
client reviews, etc. (all overseen and signed-off by the Private Banker.). Act
as the key liaison between the Private Banker and specialist product areas, e.g.
Investment Management, Credit, Fiduciary, etc. to ensure the smooth operation
of all services. Compliance: Ensure all accountabilities
are delivered in a risk controlled way. General
Support: Provide general support to Private Bankers on ad-hoc issues as required,
e.g. researching background details on clients and potential clients, and be fully
accountable for processing documents and ensuring that the due diligence is satisfactory.
Handle incoming mail, faxes and phone calls from clients, interact with the relevant
support departments and confirm all relevant actions to the clients. Key
clients (internal and external) Belfast and wider
Northern Ireland based Affluent clients with assets to invest up to £3 million.
Intermediaries and referrers from the Barclays network, local business community
and other key stakeholders. | 
