PBE Support
Barclays · mumbai, India
client managementfinancial marketsadministrationproblem solvingstakeholder managementinvestment productsboth
Job Description
As a PBE Support, you will assist Private Bankers in managing client portfolios, ensuring compliance with internal processes, and providing exceptional service to clients. Responsibilities include maintaining client information, coordinating schedules, processing transactions, and supporting relationship managers in client engagement. You will also handle client inquiries and maintain confidentiality of client data.
Qualifications
Professional diploma or degree in finance or banking preferred or CA but not essential.
Skills Required
- client management
- financial markets
- administration
- problem solving
- stakeholder management
- investment products
Location
City: mumbai · Country: India