Onboarding Business Partner Manager(Transfers)

The role holder of our 12 month secondment will have responsibility for ensuring that client onboarding cases meet the required Barclays policy and regulatory standards. Work in close co-ordination with Front Office, Operations and the relevant Risk and Financial Crime departments across the business. Act as a role model in respect of procedural requirements and have input into the Client Due Diligence policy and procedure development. Be required to assist the Onboarding Business Partners and Head of Coverage with ad-hoc queries, projects and management of the team’s workflow when needed.

To be successful as an Onboarding Business Partner, you should have experience with:

• Manage a team of 10 highly motivated Onboarding Business Partners who are responsible for the end-to-end client onboarding from Wealth Management to Private Bank UK.
• Actively manage and distribute onboarding specific tasks to the team and escalate urgent issues accordingly.
• Schedule and lead on monthly 121s with each member of the Onboarding team.
• Deal directly with WM/PB/WME/PBEs/prospects in a personable and professional manner.
• Manage expectations of both internal and external stakeholders, guiding them through the onboarding journey.
• Ensure that the team’s client onboarding files meet the required Barclays policy and regulatory standards.
• Work in close co-ordination with Front Office, Operations and the relevant Risk and Financial Crime departments across the business.
• Act as a role model in respect of procedural requirements and have input into the Client Due Diligence policy and procedure development.

You may be assessed on the key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology, as well as job-specific technical skills.

Purpose of the Role

To manage relationship support initiatives and set the strategic direction. Provide support to the bank's senior management team, and to manage relationship support risk across the organisation.

Accountabilities

• Development of strategic direction for relationship support, including the implementation of up-to-date methodologies and processes.
• Management of relationship support initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness.
• Relationship management of relationship support stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services.
• Development and implementation of policies and procedures for relationship support.
• Management of relationship support risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank’s relationship support and compliance functions.
• Monitoring the financial performance of relationship support teams, including revenue, profitability, and cost control.
• Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities.

Assistant Vice President Expectations

• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and develop new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• 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 practices (in other areas, teams, companies, etc.) to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

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.