Job Description

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.
• Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
• 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 advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• 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 own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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.

Join us as an Analyst – Business Oversight and Reporting, where you’ll help keep the Private Bank running smoothly through clear insight and coordination. In this role, you’ll primarily focus on day-to-day support for the Head of Private Banking office Ireland and the wider Leadership Team, with a focus on business oversight reporting, tracking and sales activity.

You’ll work closely with the Heads of Coverage to bring together sales activity, financial data, client information and updates, making sure everything is accurate, clear and easy to use, while supporting oversight across reporting, sales activity and key priorities.

You’ll act as a key link with Finance teams, helping to create visibility across KPIs, strategy and performance, and using data to turn information into practical insight for both business and sales teams. Alongside this, you’ll support the wider running of the business by coordinating resources, working with service, technology, and workplace teams, and contributing to governance, risk and internal communications. A big part of the role is supporting senior leaders and helping the Head of Private Banking office operate smoothly, including preparing materials for senior audiences, coordinating updates for regular forums, and working with teams across Front Office, Finance, Risk and Operations to keep outputs consistent and aligned.

This role offers the chance to build a broad understanding of how a global financial institution operates, with exposure to a wide range of activities and close interaction with senior leadership across the Private Bank.

To be successful in this role, you’ll bring:
• Advanced Excel skills, with the ability to find, analyse and interpret data, and use reporting tools to produce clear, accurate outputs
• Analytical thinking and problem-solving, with the ability to turn data into meaningful, timely insights
• Clear communication and stakeholder engagement, with experience working across different levels to understand needs and translate them into practical outcomes
• Experience collaborating with both business and technology teams to deliver consistent, high-quality reporting
• Effective planning and organisation, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Confidence using Microsoft Office tools such as Excel, PowerPoint and Project
• Attention to detail, sound judgement and a focus on delivering accurate, useful information
• A proactive, customer-focused approach, with the ability to work independently as well as part of a wider team

Other helpful experience includes:
• Private banking, wealth management or consulting experience
• Experience in data analysis, business analysis or financial reporting
• Confidence working with systems and bridging technical and non-technical teams
• Clear and structured presentation skills, with the ability to prioritise effectively
• European languages such as Spanish, Portuguese, French or Italian

You may be assessed on the key critical 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 in Dublin.