Barclays
Finance
AVP-SettlementsPB
Neural analysis suggests this role is
optimal for Mid+ candidates.
“AVP - Settlements PB at Barclays. Skills: Trade settlements, processing, reviewing, reporting, issue resolution, Fails Management, Reconciliations, Trade middle office - managing risk and performance, Trade lifecycle management, execution, clearance, settlement, resolution, Pre-Matching, Derivatives, Bonds, Equity, fund settlements, capital markets, investment banking, record keeping, Settlement's Process Knowledge, Product Knowledge - Equities, Fixed Income & Mutual Funds & derivatives. Support”
What You'll Achieve.
To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.; Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes; deliver on work that impacts the whole business function.; create an environment for colleagues to thrive and deliver to a consistently excellent standard.; meet required outcomes.; support the resolution of escalated issues.; strengthening controls in relation to the work done.; achievement of the objectives of the organisation sub-function.; keep up to speed with business activity and the business strategy.; solve problems creatively and effectively.; achieve outcomes.
Industry & Context.
issue resolution; Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.; Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc). to solve problems creatively and effectively.
What They're Looking For.
Must Have
Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution, Fails Management, Reconciliations, Trade middle office - managing risk and performance, Managing complete Trade lifecycle with execution, clearance, settlement, and resolution
Nice to Have
Derivatives, Bonds, Equity, fund settlements, capital markets, investment banking, record keeping, Settlement's Process Knowledge - Pre-Matching, Fails Management & Reconciliation, Product Knowledge - Equities, Fixed Income & Mutual Funds & derivatives, Project management and stakeholder management experience is required, Good presentation Skills
What You'll Do.
Support with day-to-day Private Bank and Wealth Management initiatives including processing
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.
day-to-day initiatives including processing
and issue resolution.
Be aware about Fails Management and Reconciliations.
Trade middle office - managing risk and performance.
Managing complete Trade lifecycle with execution
How You'll Work.
Team & Collaboration
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.; Collaborate closely with other functions/ business divisions.; Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.; 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.; OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.; Consult on complex providing advice to People Leaders to support the resolution of escalated issues.; Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.; Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.; Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc). to solve problems creatively and effectively.; Communicate complex information.; Influence or convince stakeholders to achieve outcomes.
Communication Scope
Excellent communication skills.; Good presentation Skills.; Communicate complex information.
Process & Methodology
Project management and stakeholder management experience is required.
Full Job Description
# **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. **Assistant Vice President Expectations** * To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. * Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes * 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 del
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