Marketing & Events Coordinator - Private Banking
Job Title:
Marketing and Events Co-ordinator
Corporate Grade:
BA4
Reports to (Line Manager’s Job Title):
Senior Marketing Manager, Switzerland.
Direct Reports (if applicable):
NA
Business Area:
Private Bank and Wealth Management
Department/Function Level 1:
Client Experience
Department/Function Level 2:
Marketing and Client Engagement
Primary Location:
Geneva
IAR Role
No
Regulated Role
No
CBI Regulated Role
No
CBI Regulated Role Type
List all applicable Controlled Functions and Pre-Approval Controlled Functions [CFs: 1-11, and PCFs: 1-47] please see appendix 1 and 2 for the full listing.
Role Profile Attestation
The content of this role profile is relevant for the role in question
Name of reviewer:
Andrew Richmond
Role of reviewer:
Global Head of Marketing and Engagement
Date of review:
23 April
Barclays Overview
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
We are an equal opportunity employer and we are opposed to discrimination on any grounds.
Working Flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager.
About Private Bank and Wealth Management
Barclays Private Bank and Wealth Management has combined to create the biggest wealth franchise of all the UK banks. The business offers a complete wealth journey: from people taking their first step of wanting to invest, right up to ultra-high net-worth individuals, their families and businesses, corporates and charities, and everything in-between.
With 330 years of experience, we surround clients with a team of trusted advisers and specialists who draw on the expertise they need to connect clients to insights and opportunities from across the Barclays Group. Based on our deep understanding of them, their families and businesses, we?tailor opportunities to support our clients’ unique ambitions enabling them to invest in the future and influence tomorrow?with confidence.
About Client Experience
The Client Experience team encompasses Brand, Marketing, Client Insights, Digital Channels and Client Reporting and are responsible for driving the client agenda forward for Private Bank and Wealth Management through multiple strategic initiatives. Within Client Experience, the Marketing & Communications team is responsible for using client, competitor and business insight to set brand vision and strategy, and to deliver upon that strategy by delivering data-driven advertising, sponsorships, partnerships and content to our client base.
Overall purpose of role
- This role works across the Private Bank and Wealth Management business delivering a diverse portfolio of brand partnerships and events from conferences, investment outlooks, roundtable dinners and UHNW lifestyle offerings.
- You will partner with the Switzerland Private Bank business to develop, manage and execute a diverse range of face to face and virtual events / brand experiences to the highest standard through excellent organisational skills, innovation and creativity.
- Ensure activity is aligned with and deliver commercial and client outcomes, adhere to firm-wide policies and procedures, marketing/communications strategies and our corporate narrative.
Key Accountabilities.
- Support the Senior Marketing Manager for Switzerland on the execution of the marketing strategy for Switzerland.
- Support the design and execution of assigned business area annual event plans (outside of Group Events scope).
- Speaker and host management including agenda design, speaker research and recommendations, collation of presentations, speaker briefings and management of any requirements
- Management of client distribution lists to ensure seamless delivery of local marketing and events activity
- Prepare event collateral including invitations and detailed on-site schedules
- Prepare post-event evaluations/surveys as required and post-event debrief meetings
- Anticipate staffing requirements on-site to secure additional resources in advance
- Accountable for accuracy of all communications and reports
- Manage ad-hoc projects on behalf of the team (e.g. Delegate Management System, Data Privacy, Reporting, Preferred Supplier List)
- Follow all internal processes including our health and safety risk assessment procedures for all events and ensure compliance.
- Ensure effective cost management and control of budget.
- Follow all internal processes including our health and safety risk assessment procedures for all events and ensure compliance.
Stakeholder Management and Leadership
- Work as a partner with internal hosts to recommend, review and advise on their detailed event requirements and maintain constant communication throughout the planning and execution process to ensure business goals and objectives are achieved
- Assist in monitoring guest lists on various events and providing feedback on the actual clients that attended
- Market Barclays sponsorships and hospitality opportunities
- Excellent communication skills (verbal & written) and ability to be impactful to stakeholders and influence
- Seasoned influencer with strong negotiation skills
- Identifies and builds partnerships with clients and stakeholders. Ensures a ‘one Barclays’ approach
- Build and maintain strong and effective relationships with our preferred suppliers
- Understanding of our competitors, and keeping abreast of trends and market activity.
Risk and Control Objective
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards
Person Specification
- Proven track record of designing, executing and measuring impact of events targeted to HNW / UHNW client base.
- Strong knowledge of private banking and investment management products and solutions, able to hold their own and challenge in a constructive manner key stakeholders
- Able to navigate the complexities of working in a regulated industry
- Strong analytical skills with the ability to demonstrate event objectives/trends
- Proficient in Microsoft skills (PPT, Word, Excel)
- Aptitude and ability to navigate using different event management technology systems
(OneEvent; iPlanner: AIP; SAP; eTouches; iConference)
Essential Skills/Basic Qualifications:
- Candidate will come from an investment management, asset management or private banking background.
- Will have a proven track record of delivering events globally.
Desirable skills/Preferred Qualifications:
- Person ideally to have Marketing or Business Management degree
Purpose, Values and Mindset
We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.
Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.
Respect
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.
Integrity
We operate with honesty, transparency and fairness in all we do.
Service
We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.
Excellence
We champion innovation, and use our energy, expertise and resources to make a positive difference.
Stewardship
We prize sustainability, and are passionate about leaving things better than we found them.
Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.
Empower
Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.
Challenge
Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.
Drive
Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.
Unrestricted
For further information about Barclays, please visit our websitewww.home.barclays
We are an equal opportunity employer and we are opposed to discrimination on any grounds. If this position requires the person to be an Approved Person under the Financial Services and Markets Act 2000 (FSMA), disclosure of spent convictions within the meaning set out in the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 will be required.
