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Date live: Oct. 28, 2022

Business Area: Barclays International

Area of Expertise: Investment / Portfolio Management

Reference Code: 90294902

Contract: Permanent

Role Title: Director – Private Banking

Location: Mumbai, Delhi, Bengaluru (either of the location)

What will you be doing

Barclays lunched its onshore Private Banking business across India in 2008 and is a leading global player in the India onshore market.

The business offers bespoke investment, credit, wealth structuring and banking solutions to family offices and ultrahigh net worth individuals across India through teams in key locations (Mumbai, Delhi, Bangalore, Kolkata, Chennai). The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise.

We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space.

Key Accountabilities

New Business Origination

Identify, develop and secure new relationships through personal and client referrals, Barclays Group internal             networks and corporate and investment banking sources.

Achieve personal  targets for new clients, assets and revenues.

Client Relationship Management

Maintain highest levels of service and delivery to existing clients at all times.

Key contact for all investment advice and client queries.

Key interface between clients and other parts of Barclays Private Bank and the wider Barclays Group.

Governance and Control

Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model.

What we’re looking for

Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are ‘mapped’ to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients’ needs including local market, tax, estate planning and liquidity.

•            Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families

•            Experience of building a client base using internal and external networks

•            Effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions

•            Satisfies the criteria for an approved person both initially and ongoing – this will involve obtaining the relevant qualifications if not already qualified.

•            Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client’s requirements.

•            Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment.

•            Excellent market exposure and multi-disciplined private banking expertise

Skills that will help you in your role

•            Excellent interpersonal and communication skills

•            Entrepreneurial spirit but also with a collegiate approach

•            Embraces challenge and an evolving/changing environment

•            Rapidly assimilates new information and applies this knowledge as appropriate

More about working at Barclays

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