Director Private Bank India
Bengaluru, India
Bengaluru, Karnataka
Sign up to our Talent PoolDate live: Jun. 27, 2024
Business Area: Barclays International
Area of Expertise: Investment / Portfolio Management
Reference Code: 90294902
Contract: Permanent
Where will you be located?
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Explore locationRole 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
We’ve had a presence in Europe almost as long as there’s been a Barclays. So, we’re building on solid foundations, leveraging our embedded talent, in 10 locations across the region allowing us to draw on a wealth of local and regional insight. For more information click here.
At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.
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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.
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While the application process depends on the role, there are some constant steps, which are;
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