Job Description

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 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 explicit 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 – Li

📌 Operations Analyst (Pune)
🏢 Barclays
📍 Pune