Job Description
The role holder will take a leading responsibility for delivering the Regional COO activity (including Technology, Operations & Products) for Private Bank Wealth Management on an end-to-end basis, to deliver a high-performance business.
The role requires a comprehensive understanding of the regulatory environment, framework and operational concepts & principles which govern the Private Bank business in Switzerland.
Key Responsibilities
* Support effective cost budgeting and control; head count management and ensure fixed and varied costs are managed appropriately in line with business requirements.
* Lead and structure Regional COO through strategic change working collaboratively with colleagues across the COO and PBWM Business, and through governance of outsourced functions (BX).
* Be a key enabler for the delivery of specific projects as identified by the business, some centrally and some locally.
* Own all systems, processes and procedures across the Platform and spanning the Client Journeys on an end-to-end basis; Onboarding, Investments & Advice, Credit, Digital and Colleague.
* Transition from a product led to client journey led model. Create a customer and client focused organisation and culture, with simpler journeys, continuous innovation, and omni-channel experience with an Agile approach.
* Develop and nurture skills and capabilities within the function so that all colleagues have the tools, techniques, and frameworks they need to be client focused on every interaction.
* Manage risk and controls effectively and collaborate across Barclays to design and embed controls in the right way. Champion a culture where all colleagues understand and follow the Barclays Risk Management framework.
* Deliver Regulatory, Risk & Control Management and remediation activities, records management, Business Continuity Management (BCM), Know your client (KYC), Anti Money Laundering (AML), investment services, client reporting service levels, appraisal, reporting and tracking Risk Events and Control Log.
* Ensure delivery of processes and its resources, lead interactions with other functions to achieve the defined functional strategic objectives.
Stakeholder Management and Leadership
* Provide support to the PBWM COO & Barclays Switzerland Management Team in the delivery of the operational objectives, ensuring a smooth, effective, and compliant operation of the business environment.
* Collaborate with the PBWM business & other stakeholders to understand client and business needs, incorporating feedback into the PBWM COO strategic objectives.
* Provide leadership and support as well as strategic guidance where required, of the wider business objectives and goals.
* Contribute to local, regional and global Operations teams, including outside of specific subfunction.
* Collaborative leadership, promoting a cross-functional approach to achieving organisational objectives.
* Achieve timeliness, consistency, quality, completeness, and accuracy in reporting to stakeholders.
* Represent PBWM / PBWM COO when dealing with internal and external auditors and regulators where required, being the accountable executive for any relevant audit/regulatory deliverables.
* Drive a cultural transformation to introduce new perspectives into design and decision making. Embedding a continuous improvement mindset.
Decision-making and Problem Solving
* Promote process optimisation and efficiency gains, collaborating with various departments to streamline workflows and enhance overall organisational effectiveness.
* Enable PBWM COO to achieve its 3-year strategy to enable significant, sustainable growth of the PBWM franchise.
* Operate both within the global structure and locally with the ability to evaluate, make judgement and execute.
* Deal with complex and numerous issues through to resolution.
* Drive & enable increased productivity with a customer and client first mindset.
* Support the business to deliver improvements in client satisfaction scores and help provide management information to monitor and evidence improvements.
Risk and Control Objective
Take ownership for managing risk and strengthening controls in relation to the work you & your teams do.
Person Specification
* Promote a culture of inclusion and diverse perspectives, where collaboration is seen as essential for the achievement of shared objectives and agendas.
* Set a clear vision where business areas and functions understand their contribution to the future success of the organisation.
* Create an open culture, in which understanding own strengths and development areas is actively encouraged and valued.
* Support a culture where the development of people skills is given the same priority as technical skills.
* Strong understanding of relevant and up-to-date technical knowledge, applications, techniques and changing regulatory environment and its impact on Operations in the Switzerland Private Bank market and globally.
* Set challenging objectives for personal, team and functional improvement and hold others to account in delivering these.
* Take the lead in driving succession planning, ensuring the organisation retains and develops the key talent needed for the future.
* Create and maintain a culture in which trust and mutual respect are valued.
* Promote a culture in which the needs and perspectives from a wide range of stakeholders and partners are at the forefront of decision making.
* Shaping and driving a culture of review and improvement across the organisation.
* Set the standards of, and assume accountability for, performance required to achieve the organisation's future goals and priorities.
* Act as a catalyst for change and inspire confidence in stakeholders with the quality and conviction of their vision.
Essential Skills/Basic Qualifications:
* The ideal candidate will have a successful and extensive track record working in a financial services institution with strong evidence of career progression and high achievement.
* Sound knowledge of the operational procedures and regulatory requirements of a Global Private Bank and Wealth business, ideally in Switzerland or significant experience in a banking operations role.
* Language skills: Strong relationship building skills, senior management exposure and excellent communication skills are an essential requirement.
* The successful candidate will be an action-orientated, proactive individual and a structured thinker with an appreciation for political sensitivity with the ability to multi-task in a high-pressure environment.
* Demonstrate self-motivation, logical thinking, influencing and presentation skills and an ability to communicate with ease and credibility with senior leaders.
* Collegiate with a strong team approach and ability to network and build relationships across teams.
* Operate in a highly matrixed and business-technology engagement to engender support, foster partnerships with the business and be seen as a strong service provider.
* Inspiration leadership skills, to establish, motivate and manage a high performing team.
Desirable Skills/Preferred Qualifications:
* Leadership and Communication
* Operational Excellence