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Pbe support

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Barclays

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Location:
India , New Delhi

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Join us as PBE Support where you will play a critical role in supporting Private Bankers by managing end-to-end client onboarding, documentation, and due diligence activities. You will ensure that all onboarding processes meet the highest standards of accuracy, compliance, and operational excellence. This role is ideal for someone who is detail-oriented, analytical, and capable of thriving in a fast-paced, high-stakes environment.

Job Responsibility:

  • Support Private Banking Executives by completing documentation and internal requirements for periodic reviews, onboarding, and maintenance activities
  • Conduct thorough client due diligence, including verifying customer identity, assessing documentation, and ensuring alignment with regulatory and internal policies
  • Collect and verify key documents such as government-issued IDs, proof of address, and entity-specific paperwork for both Individual and Non-Individual clients
  • Analyse client information, prepare risk profiles, and identify potential red flags requiring escalation
  • Ensure all onboarding processes comply with AML, CTF, and other regulatory standards
  • Collaborate closely with Private Bankers, Client Due Diligence Teams, Compliance, and other internal stakeholders to resolve discrepancies
  • Manage multiple onboarding cases simultaneously, ensuring accuracy and timely completion as per SLAs
  • Act as a point of contact for clients when requesting or validating documentation
  • Maintain accurate records, databases, and audit-ready documentation
  • Stay updated on evolving KYC/AML regulations and internal policy changes
  • Demonstrate sound understanding of various account opening processes—Bank Accounts, Demat, Broking, PMS, and Investment Accounts

Requirements:

  • Fluency in English (spoken and written)
  • A positive, self-driven personality with interest in financial markets
  • Strong analytical thinking and problem-solving skills using a rational, structured approach
  • Ability to organise, prioritise, and handle multiple tasks seamlessly
  • Flexibility and resilience while working under pressure with tight deadlines

Nice to have:

  • Good understanding of investment products and securities market operations
  • Familiarity with account opening documentation and requirements across banking, demat, broking, PMS, and investment accounts
What we offer:
  • Health and wellness
  • Gain access to wellness rooms, gyms and mental health support
  • A place where you can belong
  • Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions
  • Collaborative Areas
  • Modern spaces designed for teamwork and brainstorming
  • More than work
  • There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering

Additional Information:

Job Posted:
February 16, 2026

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